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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...

Basepoint Wealth extending reach to Des Moines

Basepoint Wealth, a fee-only wealth management firm based in Cedar Rapids, IA has acquired Charter Accounting, PLC in a transaction completed June 30, 2021. The...

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