Basepoint Wealth

At Basepoint Wealth, we believe that financial services should be transparent, personalized, and focused on the individual's unique goals and priorities. As a fee-only, independent wealth management firm, we take a holistic approach to wealth management, going beyond the spreadsheet to understand your unique needs and objectives.

Our Philosophy

Our investment philosophy is built on a set of principles that guide us through every political, economic, and market climate. These principles are not influenced by market fads or news media, but rather are based on objective truths that we believe to be true. Our 7 Principles are designed to guide our decision-making and ensure that our investment approach is aligned with your goals and priorities.

Contrast Investment versus Speculation

Our first principle is to carefully contrast investment versus speculation and avoid the latter. We believe that avoiding mistakes is more important than outguessing the competition regarding short-term security price fluctuations.

Invest with a Margin of Safety

Our second principle is that "Price Matters". We always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same. This ensures that our investment approach is based on a thorough understanding of the underlying fundamentals, rather than market trends or emotions.

Define Risk as the Permanent Loss of Capital

Our third principle is to define risk as the permanent loss of capital. We use this principle to develop a system that attempts to reduce either the frequency or the impact of risk events. Our approach is designed to mitigate the impact of volatility and avoid the risk of permanent loss of capital.

Carefully Manage Liquidity

Our fourth principle is to carefully manage liquidity. We believe that maintaining adequate liquidity is crucial for our clients, particularly during times of economic uncertainty or emergency. Having ready cash set aside provides a sense of security and freedom, reducing the need to count on the kindness of friends or strangers.

Think Long-Term

Our fifth principle is to think long-term. We believe that important financial decisions should be approached with patience and discipline, rather than reacting to short-term market fluctuations or economic news. By designing repeatable processes and frameworks, we aim to provide consistent, reliable, and confidence-inspiring advice that helps our clients achieve their long-term goals.

Services Offered

At Basepoint Wealth, we offer a range of services designed to help individuals and families achieve their financial goals. Our services include:

Financial Planning: We work with you to develop a personalized plan that sets you on your own unique path to success.

Investment Management: We believe in the importance of fundamentals, designing and actively managing investment portfolios that are tailored to your individual needs and objectives.

Independent Advice: As fee-only advisors, we always operate as fiduciaries, putting your interests at the core of what we do. No exceptions.

Our Team

Our team of experienced wealth advisors is committed to providing transparent and personalized advice that puts your interests first. We believe that financial services should be straightforward, reliable, and focused on your individual goals and priorities.

Our Process

At Basepoint Wealth, we focus on making the complex, simple. Our process is designed to provide consistent, reliable, and confidence-inspiring advice that helps our clients achieve their financial goals. We take the time to understand your unique needs and objectives, developing personalized plans and investment strategies that are tailored to your individual goals and priorities.

OUR PROCESS

Our process is built on a foundation of trust, transparency, and expertise. We take the time to understand your unique needs and objectives, developing personalized plans and investment strategies that are tailored to your individual goals and priorities. Our approach is designed to provide consistent, reliable, and confidence-inspiring advice that helps our clients achieve their financial goals.