From here you can go anywhere. This message not only serves as our company motto, but we truly feel it captures our 2024 outlook as well.
As we prepare to close the curtain on 2024, I am filled with gratitude for the trust and support you have shown Basepoint Wealth. This year has been remarkable in many ways, marked by both achievements and challenges, and I wanted to take a moment to share some of these. We are grateful for the opportunity to serve as your trusted advisors, and we sincerely thank you for your confidence in our work.
Wishing you a joyful holiday season and a New Year filled with health, happiness, and prosperity.
Basepoint Wealth is proud to share a few of our important accomplishments for 2024:
Bryan Knudson, CFP®, Senior Wealth Advisor, earned his Certified Private Wealth Advisor (CPWA) designation.
KC Pochobradsky, Wealth Advisor, earned his Certified Financial Planner CFP®) designation.
We were honored by the Corridor Business Journal (CBJ) as one of the Corridor’s Top 25 Fastest Growing Companies for the 4th year running.
Recognition as one of USA Today & Statista Best Financial Advisory Firms.
Received Citywire RIA Top 50 Growers Recognition.
Highlighted on Financial Service Review's Top 20 Wealth Advisory List.
Chosen as the January 2024 Iowa Hawkeye Small Business Spotlight.
We earned 1st place overall in the Corridor Corporate Games Division 3 and won top volunteer organization for Meals From the Heartland.
We launched The Point Podcast in January 2024, expanding our reach and connectivity with clients. Find us on YouTube or your favorite streaming app to listen. We would enjoy hearing your topic suggestions as well.
This year, we reinforced our commitment to community, supporting numerous non-profit organizations, including Junior Achievement of East Central Iowa, United Way Day of Caring (supporting hands-on projects at the Catherine McCauley Center & Families Helping Families), Families Helping Families Holiday toy drive, Ecumenical Community Center, Linn Community Food Bank, Meals From the Heartland, City of Marion Central Plaza Project, Four Oaks, Leaders, Believers, Achievers, Hope CDA, Marion Chamber of Commerce - supporting Marion Winter Lights project, YMCA Scholarship Fund, SPT Theatre, Revival Theatre Company, Pheasants Forever, Spark in the Park Multicultural Festival, Xavier School District, Cedar Rapids Home Builders Night Out, Linn Mar Baseball and North Liberty Baseball & Softball.
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:
• Dan Hammes – Operations Manager
• Sam Schildroth – Associate Wealth Advisor
• Gretchen Grutz - Staff Accountant
• Mady Jenkins – Client Service Associate
• Kennedy Braswell – Administrative Assistant
Unique Challenges we faced:
Amid this year’s unique challenges, we made the difficult decision to close our Des Moines tax office so we could dedicate our attention to better serving our wealth clients. We also transitioned our primary custodial partnership from Fidelity to Pershing to bolster our overall client experience and service efficiency. While these were both difficult transitions, our team's resilience and your invaluable support helped us navigate these challenges successfully!
Looking Forward to 2025:
Thank you once again for being an essential part of our journey. We are eager to continue our partnership into the new year focused on delivering growth and prosperity to your financial endeavors.
Wishing you and your family a joyful holiday season and a prosperous 2025!
I’m cheering for you,
Kate Wallace
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.