Base Wealth Management
07/06/2026
Thank you to everyone who came out to spend the Fourth with us. Your support means the world to our team. Getting to celebrate this milestone alongside our clients, friends, and neighbors is exactly what it's all about.
We're grateful for this community and can't wait to do it again. 🎉
Click here to view more photos: https://basewealthmanagement.com/events/july-4th-parade-ami-2026/
Are you getting advice that's truly built around you - or around a firm's business
model?
Not all financial advisory relationships are structured the same.
The difference between an independent RIA and a large wirehouse or brokerage firm can affect the advice you receive, the options available to you, and the relationship you build with your advisor.
In this video, Alex explains what really sets these models apart and what to consider before hiring a financial advisor.
Watch here: https://basewealthmanagement.com/financial-videos/before-you-hire-a
-financial-advisor-watch-this/
06/30/2026
Summer spending can linger long after the season ends but rebuilding your cash cushion doesn’t have to mean overcorrecting. A steady, intentional plan can help restore flexibility while keeping your broader financial goals in view.
Read the full article here: https://basewealthmanagement.com/blog/how-to-rebuild-your-cash-cushion-after-summer-spending/
How to Rebuild Your Cash Cushion After Summer Spending Learn how to rebuild your emergency fund after summer spending with practical steps that restore savings without derailing long-term goals.
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Address
7301 Merchant Court
Sarasota, FL
34240
