Basepoint Wealth, a fee-only wealth management firm based in Cedar Rapids, announces the firm’s assets under management have surpassed $500 million. The milestone comes less than four years after the firm’s initial launch and represents an over 28% annual growth rate, according to a release.
“We are proud that our clients have continued to entrust our principles-based financial planning and investment management process in helping them define and reach their goals,” CIO W. Allen Wallace remarked. “Putting our best effort into the work on our desk has always been our most effective means of growth.”
Basepoint Wealth was recently named one of the “Fastest Growing Companies” by the Corridor Business Journal and recently added Basepoint Tax & Accounting to its portfolio of businesses.
“To date, we’ve focused most of our energies on internal growth,” Landis Wiley, Director of Business Development, added. “As we move ahead, we look forward to continuing the focus on growing organically while seeking out strategic opportunity for acquisition and recruiting throughout the Midwest.”
