Tag: wealth management

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Base Wealth Management

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What We Do::

With a home office in Lakewood Ranch, FL and clients across the United States, Base Wealth Management aims to help people just like you by building a strong foundation to their financial plan. Our advisors specialize in helping people from various fields, including business professionals, firefighters, police officers, EMTs and more.

We operate as fee-only advisors who have taken the fiduciary oath to act in the best interest of our clients. We take the time to understand unique life circumst

Business's Story:

Based out of Lakewood Ranch, Dan has over 22 years of experience in financial services. His career started as an intern in 1998 learning the financial planning business from the ground up before graduating with a Finance Degree from Siena College in Loudonville, NY in 1999. Working as a fiduciary financial advisor, putting the client’s needs first, is the foundation on which he’s built his practice. Dan’s office is located in Lakewood Ranch.

Price Range: $
With a home office in Lakewood Ranch, FL and clients across the United States, Base Wealth Management aims to help people just like you by building a strong foundation to their financial plan. Our advisors specialize in helping people from various fields, including business professionals, firefighters, police officers, EMTs and more. We operate as fee-only advisors who have taken the Read more...