Basepoint Wealth

Basepoint Wealth is a finance institution located at 300 Main Street in Dubuque, Iowa, United States. Our team of advisors work with you to create a personalized plan that sets you on a path to success, allowing you to focus on the important things in your life. We believe in the importance of knowing what you own and why you own it, designing and managing a portfolio tailored to your needs.

As fee-only advisors, we always act as fiduciaries, putting your success at the forefront of everything we do. Headquartered in Cedar Rapids, Iowa, our advisors provide independent and transparent wealth management advice to clients throughout the state and virtually across the country.

At Basepoint Wealth, we simplify the complex. Our fiduciary advisors ensure that your best interests are always our priority, bringing a reliable and confidence-inspiring process to help you achieve your financial goals. We go beyond financial planning and investment management, getting to know your priorities and developing strategies to help you succeed.

Join us at Basepoint Wealth, where you can start your journey to financial success. Check out our Point Podcast for insights on digital assets and real estate investing, and explore our resources like the ADV Part 2B Brochure Supplements and Client Relationship Summary. Please note that we do not guarantee results, and all investments carry risk. Let us help you navigate the world of financial services and achieve your goals.