Base Wealth Management
We Are Your Financial Base
About
Access financial insights, educational videos, and market updates. Plan your future with financial calculators and model savings goals. Connect with your advisor for personalized support and securely view your accounts and financial plan.
What's New in Base Wealth Management
1.2.1
March 16, 2026
New onboarding: share your contact details and advisor preference so we can personalize your experience. Easier access to your client portal and public resources: you can view key sections without signing in, and sign in only when needed.
MoreFAQ
What is Base Wealth Management?
Base Wealth Management is a registered investment advisor offering personalized financial planning and wealth management services. The app allows clients to stay informed, plan their future, and connect with their advisor.
Is Base Wealth Management free to use?
Yes, the Base Wealth Management app is free to download and use. It provides access to financial insights, planning tools, and client portal features without any cost.
What kind of financial tools does Base Wealth Management offer?
The app includes financial calculators to explore retirement scenarios, model savings goals, and estimate insurance and mortgage planning. It also provides access to financial insights and market updates.
How does Base Wealth Management protect user data?
User data is protected with industry-standard encryption. The company states they never sell user information to third parties, ensuring privacy and security for clients.
Can I schedule appointments with my advisor through Base Wealth Management?
Yes, you can schedule appointments directly through the app. You can also access your advisor's contact information and receive personalized support.
What devices is Base Wealth Management available on?
The app is available for iPhone, iPad, and iPod devices. It is designed to provide financial management tools across Apple's mobile ecosystem.
How often is Base Wealth Management updated?
The app was last updated on March 16, 2026, indicating a recent focus on maintenance and potential feature enhancements. The latest version is 1.2.1.
What is the user sentiment for Base Wealth Management?
Based on the available data, the app has a perfect 5.0-star rating from 2 reviews, suggesting a highly positive user experience among its current user base.