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.

10/23/2026

This renovation is about more than just a new office.

For Jeremy Riggs, becoming part of Jacksonville's Riverside community means supporting the people and businesses helping bring this project to life.

A special thanks to the team behind the scenes:

contracting


We're excited to spotlight the people making it all happen as we continue the Renovating with Riggs series!

A raise, a new job, or side income—does your tax withholding still fit your household? A year-end review can help you sp...
10/21/2026

A raise, a new job, or side income—does your tax withholding still fit your household? A year-end review can help you spot potential gaps and discuss options with your tax professional before the final paychecks arrive.

Read the full article for a practical checklist: https://basewealthmanagement.com/blog/how-to-check-your-tax-withholding-before-year-end/

Review withholding before year-end to identify potential tax shortfalls, check estimated payments, and understand options for your remaining paychecks.

10/21/2026

From dreaming about owning a wealth management office in Riverside to looking across the street at one that's now his.

What started with burgers at and a vision for the future is now a reality. A reminder that big dreams take time, hard work, and the right people along the way.

Special thanks to , .contracting, and for being part of the journey!

What happens when inflation heats up while Washington’s borrowing needs keep growing? Could another Fed rate hike be on ...
10/19/2026

What happens when inflation heats up while Washington’s borrowing needs keep growing? Could another Fed rate hike be on the table? And how much pressure could disrupted oil shipments put on fuel prices?

This week’s market recap examines the forces behind those questions.

Read the full recap: https://basewealthmanagement.com/market-recaps/market-recap-inflation-surges-deficit-nears-2-trillion-hormuz-supply-risks/

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

Home>Market Recaps>2026-10-19T16:15:00ZMarket Recap: Inflation Surges, Deficit Nears $2 Trillion, Hormuz Supply RisksWeekly RecapWeek of 2026-10-19T16:15:00ZByAlex WolfeShareinfWeekly BriefingMarket Recap: Inflation Surges, Deficit Nears $2 Trillion, Hormuz Supply Risks This material includes forwar...

BayFest 2026 on Anna Maria Island! The rain couldn’t keep us away, and we had a great time talking with everyone who sto...
10/19/2026

BayFest 2026 on Anna Maria Island! The rain couldn’t keep us away, and we had a great time talking with everyone who stopped by our tent at 413 Pine Ave.

Thank you to Beef and Reef for the delicious hamburgers, hot dogs, and sausages, and to Pork Roll Pete’s for the bagels and the spookiest Halloween-decorated van on Pine Avenue.

See you next year!

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.

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7301 Merchant Court
Sarasota, FL
34240

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