Tag: Basepoint Wealth
Basepoint Wealth crosses $500 million in assets under management
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...
Basepoint Wealth extending reach with Des Moines acquisition
Basepoint Wealth, a fee-only wealth management firm based in Cedar Rapids, has acquired Charter Accounting, PLC in a transaction completed June 30. The acquired...