Company Email Format Management

Basepoint Wealth

Financial Services Cedar Rapids, Iowa, United States 19 employees

Employees: 19
Contacts: 2
Emails: 2

basepointwealth.com LinkedIn

Basepoint Wealth Overview

Headquarters: Cedar Rapids, Iowa, United States
Phone Number: Available in AeroLeads
Website: basepointwealth.com
Industry: Financial Services
Employees: 19
Founded: 2017
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Wealth Management Independent Advice Investment Management Fiduciary Fee-Only Tax and Accounting Employer Sponsored Retirement Plans Private Foundations Retirement Planning Income Planning Tax Planning

About Basepoint Wealth

Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.

Basepoint Wealth Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage

Basepoint Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Shelley Woods	Director of Marketing and Public	Cedar Rapids, Iowa, United States	Email
Allen Wallace	Mba, Cfa, Cpa/pfs, Cfp®	Cedar Rapids, Iowa, United States	Email