Basepoint Wealth launches fee-only financial advisory firm in the Corridor
CEDAR RAPIDS, IOWA, October 9, 2017 – Basepoint Wealth LLC, an independent Registered Investment Advisor (RIA) firm headquartered in Cedar Rapids, Iowa is announcing its launch as fee-only financial advisory firm in the Corridor.
Based in Cedar Rapids, IA, Basepoint Wealth, LLC is owned by Kate Wallace, Allen Wallace, Bryan Knudsen and Landis Wiley, formerly financial advisors affiliated with Ameriprise Financial Services, Inc. Joining them, are three advisors – Ron Malick, Chris Blanchard, and Gary Godfrey – and six staff.
The new firm will operate as a fee-only Registered Investment Advisor. They previously managed over $300 million in private wealth assets. Basepoint Wealth focuses on financial planning, tax advisory, and investment management services for individuals and businesses throughout the country.
“As a team with over 130 years of combined experience working with individuals with complex financial planning and investment needs, we are excited to bring access to the growing independent RIA style of service to clients in the Corridor,” said Mr. Wiley, Managing Partner for Basepoint Wealth. “We are uniquely positioned to deliver a client experience in a truly independent, unbiased way.”
According to Ms. Wallace, President of Basepoint Wealth, “The opportunity to provide our clients with a better experience and more choices, in a way that is free of conflicts of interest is exciting. This is a win for our clients, and for our team”.
Basepoint Wealth, LLC has formed strategic partnerships with some of the leading providers in the industry, including Fidelity Clearing & Custody Solutions who will act as the primary custodian for client investment assets. Basepoint Wealth, LLC will also use eMoney financial planning software to continue delivering unparalleled planning capabilities to its clients.
“The technology and tools available in the independent RIA space are years ahead of much of the industry, and we look forward to harnessing that to bring the most accurate advice to our clients,” said Allen Wallace, Director of Wealth Management.
For more information, please visit www.basepointwealth.com
About Basepoint Wealth, LLC
Basepoint Wealth, LLC provides comprehensive independent financial planning, tax advisory, and investment management services to clients throughout the United States. Basepoint Wealth’s integrated technology platforms, combined with over 130 years of experience among its team of CFP, CPA, ChFC, and MBA credentialed advisors, provide a uniquely individualized wealth management process.
Basepoint Wealth, LLC has offices in Cedar Rapids, Dubuque, and Davenport, IA. Visit our website for more information: www.basepointwealth.com
Basepoint Wealth, LLC
Kelli Albert, Marketing Manager