# Base Wealth Management
Source: https://planprovider.pro/provider/base-wealth-management

> From Lakewood Ranch in the Sarasota–Bradenton area, Base Wealth Management works with clients across Florida and also has an office in Jacksonville. The firm…

Retirement Plan Advisor

Lakewood Ranch, FL

## About Base Wealth Management

<p>From Lakewood Ranch in the Sarasota–Bradenton area, Base Wealth Management works with clients across Florida and also has an office in Jacksonville.</p>

<p>The firm is a fee-based financial planning practice and acts as a fiduciary financial advisor. Its work includes retirement planning, tax planning, and estate planning, with a focus on building long-term client relationships through personal financial strategies.</p>

<p>Base Wealth Management’s team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals along with staff licensed for Series 7, Series 66, and State Insurance. For plan sponsors and individuals who want help coordinating retirement goals with broader planning, the firm operates as a local <a href="/plan-advisors">plan advisor</a> and part of the wider group of <a href="/retirement-plans">retirement plan providers</a>.</p>

<p>What sets the firm apart is its mix of fiduciary advice and planning coverage that spans retirement, tax, and estate topics under one roof.</p>

<ul>
<li>Fee-based financial planning</li>
<li>Fiduciary advisory services</li>
<li>Retirement planning</li>
<li>Tax planning</li>
<li>Estate planning</li>
</ul>

Website: [https://basewealthmanagement.com](https://basewealthmanagement.com)

## Office Locations

- Lakewood Ranch, FL (Headquarters)

- Jacksonville, FL

## Accreditations & Certifications

- CFP®

## Team Members

- **Jeremy Riggs**, Financial Advisor, CFP®

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