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 with two years of industry experience. He holds a Series 65 designation and has prior experience at Sterling Bridge Financial Group LLC, Ficare Federal Credit Union, Kent State University, and Tallmadge High School. Base Wealth Management is a team-based registered investment adviser with nine advisors overseeing 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 services, employing a tactical allocation strategy informed by fundamental analysis to build customized 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 25 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles in related businesses, including ownership positions in several commercial real estate entities. In addition to his advisory work, he is involved in managing commercial office rental businesses. 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 informed by fundamental analysis and serves approximately 754 clients through a team of six advisors.

Kyle Howell is a financial advisor at Base Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Calton & Associates, Inc., Royal Alliance Associates, Inc., and Sii. Outside of his advisory role, Howell serves on the board of directors for the Outlaw Lake Estates Homeowners Association and is a part owner of two commercial real estate firms. Base Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and manages approximately $270 million in discretionary assets through a team of six advisors.