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Press Releases

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Basepoint Wealth Adds Tax Preparation Services

In an effort to continue our mission to provide comprehensive financial planning and investment management advice, we are excited to announce the addition of tax preparation services in 2019, for 2018 federal and state income tax returns.

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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.

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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.

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