Base Wealth Management

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Base Wealth Management Serving Lakewood Ranch, Land O’ Lakes, and the surrounding areas. BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states.

Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions. Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index. BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. References to market indices are for context only.

We found an old building in Riverside. Now we're restoring it (and filming every minute). 🔨🔨 Renovating with Riggs, Epis...
10/14/2026

We found an old building in Riverside. Now we're restoring it (and filming every minute). 🔨🔨

Renovating with Riggs, Episode 1 is live.

A former construction guy.
A 5-minute money-talk timer from his wife.
An old building in his hometown.
What could go wrong? 😅😅

Jeremy Riggs, CFP®, is back in a hard hat, turning a Riverside building into Base Wealth Management's new Jacksonville office, with a community space and a gallery for local artists.

"Every dollar should work as hard as the person who made that dollar."

Next up, the walls come down. Watch from the start 👇👇
https://basewealthmanagement.com/renovating-with-riggs

#904

Base is building a new base. Follow Jeremy Riggs, CFP®, as he turns an old building into our newest office. Series premieres October 14, 2026.

U.S. household debt stress, REIT resilience despite rising rates, and changes to Russian diesel sanctions lead this week...
10/13/2026

U.S. household debt stress, REIT resilience despite rising rates, and changes to Russian diesel sanctions lead this week’s market recap.

Read the full recap: https://basewealthmanagement.com/market-recaps/market-recap-household-debt-stress-reit-resilience-diesel-sanctions-eased/

This material includes forward-looking statements subject to risks and uncertainties; actual results may differ.

Explore U.S. household debt stress, REIT resilience amid rising rates, and how eased Russian diesel sanctions could affect global fuel supplies and prices.

First place at the Extricate & Elevate Charity Golf Tournament! 🏆 Proud to support extrication training for our first re...
10/08/2026

First place at the Extricate & Elevate Charity Golf Tournament!

🏆 Proud to support extrication training for our first responders. Thank you to the organizers and everyone who came out. ⛳

A growing portfolio can also mean growing exposure to risks you didn’t intend to take. Rebalancing isn’t about predictin...
10/06/2026

A growing portfolio can also mean growing exposure to risks you didn’t intend to take. Rebalancing isn’t about predicting markets—it’s about keeping your investment mix aligned with your goals while considering taxes, costs, and cash needs. Read the full article for a practical rebalancing checklist: https://basewealthmanagement.com/blog/what-to-review-before-rebalancing-your-investment-portfolio/

Learn what to review before rebalancing your portfolio, including allocation drift, risk, account types, taxes, costs, and financial goals.

Core inflation came in below expectations, September hiring slowed, and mortgage rates reached their highest level since...
10/05/2026

Core inflation came in below expectations, September hiring slowed, and mortgage rates reached their highest level since 2023. This week’s recap reviews the latest inflation, labor market, and housing developments.

Read the full recap: https://basewealthmanagement.com/market-recaps/market-recap-cooler-core-inflation-slowing-job-growth-mortgage-rates-reach-three-year-high/



This material includes forward-looking statements subject to risks and uncertainties; actual results may differ.

Core inflation came in below expectations, hiring slowed, and mortgage rates reached their highest level since 2023.

Your HSA is not a checking account.Money goes in untaxed, grows untaxed, and comes out untaxed for qualified expenses. I...
10/03/2026

Your HSA is not a checking account.

Money goes in untaxed, grows untaxed, and comes out untaxed for qualified expenses. It's the only account in the tax code that does all three, and most people spend it down every December.

Book a free 15-minute call: https://basewealthmanagement.com/specialty/marathon-petroleum/

3% per year × 25 years = 75% of final pay. The pension is the easy part.FRS Special Risk earns the highest multiplier in...
10/01/2026

3% per year × 25 years = 75% of final pay. The pension is the easy part.

FRS Special Risk earns the highest multiplier in the system. What it doesn't decide for you is the DROP window, the 457, or which survivor option your family lives with.

Book a free 15-minute call: basewealthmanagement.com/specialty/florida-police-officers/

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7301 Merchant Court
Sarasota, FL
34240

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