Basepoint Wealth

Basepoint staff donated critical funds for the important work of the Ecumenical Community Center (ECC) of Cedar Rapids. Basepoint Tax President Ron Detweiler, who has served as a longtime ECC board member, and Director of Public Relations Shelley Woods, met with ECC's Chief Operating Officer Robin Brunner to present the gift. ECC helps vulnerable community members through unexpected hardships and helps them find and regain stability. In the first nine months of 2024, ECC supported 1,680 community members with financial assistance, personal items, clothing, food, and referrals to other area agencies.

The Basepoint Wealth team is honored to close out 2024 with a donation to the Linn Community Food Bank, inspired by Basepoint Wealth Advisors Emeritus Chris Blanchard and Ron Malick. Chris and Ron volunteer their time and serve on the board of LCFB. Basepoint President Kate Wallace adds, “Community giving is an important cornerstone of our firm, and helping to contribute to basic needs such as food security is an incredibly impactful way to give back." Read about other 2024 Basepoint Wealth highlights & accomplishments here https://lnkd.in/gDFFjnBV

From our family to yours, we wish you a wonderful holiday season.

🎁✨ Spreading holiday cheer! Families Helping Families is making this season brighter for over 600 local children through the generosity of our community. Our Basepoint team joined in by dropping off gifts this morning for their Winter Wonderland event where foster parents can pick out amazing presents for their kids. 🌟🎄 Learn more about the incredible work Families Helping Families of Iowa, Inc. is doing for area children.

✨ We’re honored! ✨ Citywire RIA has named Basepoint Wealth as one of the Top Growers Across America from the state of Iowa for 2024. Chief Investment Officer W. Allen Wallace and our dedicated investment analysts attended the Austin conference, where we joined award-winning firms from across the country for an inspiring awards ceremony and enriching breakout sessions. Thanks to our clients and team for helping us achieve this milestone. Here’s to continued growth and excellence together! #TopGrower #BasepointWealth #CitywireRIA

Join us for our Election 2024 podcast special on The Point Podcast. We get the question every day at Basepoint Wealth from clients and friends, "What will happen to markets and the economy after the election?" Take a listen from our financial perspective. https://lnkd.in/gSeaW747

Join us on The Point Podcast as we tackle a great listener question related to all the AI buzz, "How might the recent developments in artificial intelligence change the financial landscape and wealth management? Will AI advisors make human advisors obsolete? Listen here https://lnkd.in/g_k9MXEa

We're excited to welcome Associate Wealth Advisor Sam Schildroth to Basepoint Wealth. Joining us as an intern earlier this year, Sam reflects, "When presented with a full-time offer from Scott Cooley, I knew there was no other firm I wanted to join. The bond I've developed with Basepoint in just a couple of months is unmatched." "At Basepoint, I've experienced tremendous personal and professional growth. Engaging and learning more about the industry, forming lasting connections, and refining my communication skills through interacting with our various departments and being involved with community initiatives. I'm excited for the future." https://lnkd.in/gRSiBDwU