facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Press Releases

Basepoint Wealth Welcomes Scott Cooley, CFP®

Basepoint Wealth LLC (www.basepointwealth.com), the largest fee-only wealth management firm in Cedar Rapids is proud to welcome Scott M. Cooley, CFP® as a Certified Financial Planner™ professional and Wealth Advisor.

Read More

Basepoint Wealth Promotes W. Allen Wallace to Chief Investment Officer

Basepoint Wealth LLC (www.basepointwealth.com), the largest fee-only wealth management firm in Cedar Rapids, today announced the promotion of W. Allen Wallace, CFA®, CPA/PFS, CFP® to Chief Investment Officer. He will have primary responsibility for oversight of Basepoint Wealth’s portfolio management strategies and investment research.

Read More