You're More Than Just a Number

PLAN. RETIRE. LIVE.

FINANCIAL PLANNING

Are you focused on what matters? Our advisors work with you to develop a plan that sets you on your own unique path to success, so you can spend time focusing on the important things and people in your life.

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INVESTMENT MANAGEMENT

Do you know what you own and why you own it? We believe in the importance of fundamentals. This means knowing you individually, and designing, monitoring, & actively managing a portfolio specifically in tune with your needs.

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INDEPENDENT ADVICE

Whose interests are being taken care of? As fee-only advisors, we always operate as fiduciaries. That means your success is always at the core of what we do. No exceptions. No exemptions.

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ABOUT US

Proudly headquartered in Cedar Rapids, Iowa, our Basepoint Wealth fee-only advisors provide independent and transparent wealth management advice to clients throughout the state of Iowa. We
also partner with clients virtually across the country.

At Basepoint Wealth, we focus on making the complex, simple.

Our wealth advisors are fiduciaries at all times because we believe our client’s best interests should always be front and center
in everything that we do, with no exceptions.

We bring a consistent, reliable, confidence-inspiring process to wealth management and advice that helps our clients achieve their financial goals.

The wealth management approach we implement with you goes beyond financial planning and investment management. We get to know the goals and priorities that are most important to you and help develop strategies to help you achieve them. Financial services can be complex and overwhelming at times, but having a team of trusted professionals by your side can make all the difference.

That's why we created Basepoint Wealth.

Welcome to Basepoint Wealth. From here you can go anywhere.

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