From here you can go anywhere. This message not only serves as our company motto, but we truly feel it captures our 2023 outlook as well.
As we embark on a brand new year, I want to extend my sincere appreciation to you for entrusting Basepoint Wealth with your wealth management needs. Our community, team members, families, and clients have all experienced many challenges in 2022, but also many blessings.
We are thankful for the opportunity to provide you with the important tools and resources to support your financial success.
Basepoint Wealth is proud to share a few of our important accomplishments for 2022:
We were honored by the Corridor Business Journal (CBJ) as one of the Corridor’s Top 25 Fastest Growing Companies. In addition, two members of our leadership team were recognized on the CBJ’s Top 250 Most Influential Business Leaders list
We were recognized by Citywire RIA as the fastest-growing Registered Investment Advisor in the state of Iowa
Our community outreach and philanthropic efforts were stronger than ever. We were proud to support the Linn Community Food Bank, United Way’s Day of Caring, The Cedar Rapids Community Schools Foundation, the YMCA, Families Helping Families, Variety, the Children’s Charity, Leaders, Believers and Achievers, Four Oaks, Junior Achievement of Eastern Iowa, NewBo City Market, and the Marion Chamber of Commerce Winter lights project. We enjoyed participating in the Corridor Corporate Games which benefitted the Iowa Sports Foundation and the University of Iowa Stead Children’s Hospital
We significantly expanded our footprint of Basepoint Tax & Accounting by acquiring both Allen Accounting and Ledger Plus in Cedar Rapids this year
We are excited and proud to announce Ron Detweiler, CPA, CSA has joined our firm. Ron comes to us with over 40 years of industry experience in providing high-quality accounting, tax, business consulting, financial planning, and advisor-client services. Ron is also a Certified Senior Advisor and has also worked with clients as an Investment Adviser Representative most recently with Avantax Planning Partners while simultaneously working at Honkamp Krueger & CO, CPAs in the Hiawatha office for the past ten years. Ron will be leading our talented team in dual roles as President of Basepoint Tax & Accounting and Chief Financial Officer of Basepoint Wealth.
Additionally, our client-focused team also continued to grow this year with the addition of several talented and motivated professionals serving in the following roles:
Ron Detweiler, President, Basepoint Tax & Accounting
KC Pochobradsky – Wealth Advisor
Holly Dripps – Staff Accountant
Keri Dodd – Staff Accountant
Jessica Bostwick – Accounting Specialist
Kolleen Turley – Accounting Specialist
While our team has expanded, our investment department has worked tirelessly against a unique economic backdrop to position our portfolios well and to ensure that your money lasts as long as you need it to despite inflated markets, increasing inflation, historic monetary and fiscal stimulus, and widespread speculation. Many of our clients have expressed appreciation for our investment philosophy, which resulted in avoiding much of the market declines of 2022.
Enabled by strong digital capabilities and a deep understanding of your needs, we stand ready to provide you with advice and solutions at every step of your life’s journey. We sincerely appreciate the opportunity to serve you, and I personally thank you for your business, your trust, your friendship, and your referrals to Basepoint Wealth. In 2022 alone, over 70% of new clients to Basepoint Wealth came from referrals from our satisfied existing clients. Thank you so much!
Best wishes to you and have a wonderful start in 2023.
From here you can go anywhere!
Sincerely,
Kate Wallace President
Basepoint Wealth, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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