Lakewood Ranch, FL Office

Joshua Pisa is a financial advisor at Base Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ernst & Young, Doyle Wealth Management, and Walters & Associates CPAs. Outside of his advisory role, he is the president and owner of Strategic Tax Advisory LLC, a CPA firm providing tax and accounting services to small businesses and individuals. Base Wealth Management offers fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy and serves approximately 754 clients with a team of six advisors.

James Tucci is a financial advisor at Base Wealth Management in Lakewood Ranch, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Base Wealth Management, he worked at Sterling Bridge Financial Group LLC for four years and Ficare Federal Credit Union for one year. He also has experience in education, having worked at Kent State University and Tallmadge High School. Base Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning, employing tactical allocation strategies informed by fundamental analysis to create custom portfolios.

Jeremy Riggs is a CFP® with nine years of industry experience, currently serving as an advisor at Base Wealth Management since 2024. Prior to joining Base Wealth, he worked at Fidelity Brokerage Services, LLC for eight years and has held roles in various organizations including CWA, Columbia Southern University, AT&T, and Centerpoint Industries. He is also co-owner and CEO of Boardwalk Trust Co, where he assists clients with estate planning and operates in a trust-director capacity. Base Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy and serves about 754 clients through a team of six advisors.

Alexander Wolfe is a CFP® professional with 10 years of industry experience. He currently works at Base Wealth Management and previously held roles at FourThought Financial Partners, FourThought Financial, and Fidelity Brokerage Services. Base Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy based on fundamental analysis and serves approximately 754 clients through a team of six advisors.

Daniel Dilascia Jr. is a financial advisor at Base Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at Intervest International, Inc. and multiple real estate and business entities, where he serves as owner or partner in several commercial office rental businesses. Base Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning, employing a tactical allocation strategy and utilizing third-party managers and platforms for some clients.

Kyle Howell is a financial advisor with Base Wealth Management in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Royal Alliance Associates, and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves on the Board of Directors for the Outlaw Lake Estates Homeowners Association and has ownership interests in commercial real estate firms. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning using a tactical allocation strategy, supplemented by third-party managers for some clients and access to held-away retirement accounts.