Basepoint Wealth

Basepoint Wealth Not all financial advisors are created equal. As a fiduciary, fee-only firm, we work for YOU, not a brokerage. Looking for a smarter, client-first approach?

No commissions, no sales, just expert financial guidance focused on your goals. Let’s talk. Basepoint Wealth is a fee-only Registered Investment Advisory (RIA) firm, regulated by the Securities and Exchange Commission (SEC). Important terms and disclosures can be found at https://basepointwealth.com

Might as well cozy up and catch the recap from our latest Investment Update & Outlook webinar ☕ + 🎧. We discussed what t...
01/23/2026

Might as well cozy up and catch the recap from our latest Investment Update & Outlook webinar ☕ + 🎧. We discussed what truly drove returns, how portfolios performed in the real world, and how we’re positioning investments heading into 2026.

If you value thoughtful analysis over market noise, this conversation is for you.

Basepoint Wealth hosted our Investment Update & Outlook webinar on January 20th 2026. We discussed what truly drove returns, how portfolios performed in the ...

Ever wonder how market news actually translates to your investments?Join us on January 20th at noon for our Investment U...
01/16/2026

Ever wonder how market news actually translates to your investments?

Join us on January 20th at noon for our Investment Update & Outlook webinar, our investment team will explain what happened in the markets, what mattered (and what didn’t), and how we’re thinking about the year ahead.

Register Here: https://bit.ly/basepointwealth

No predictions—just perspective to help you stay confident and informed.

📬 This month’s Basepoint Insights are live. Inside, we’re sharing:• The Point Podcast: Crypto Crash & Mortgage Realities...
12/31/2025

📬 This month’s Basepoint Insights are live. Inside, we’re sharing:

• The Point Podcast: Crypto Crash & Mortgage Realities
• RSVP for our January Investment Update & Outlook Webinar
• Employee appointments & more

👉 Catch up in under 3 minutes—read it here: https://conta.cc/4iA8n29

12/31/2025

🎉 Cheering on the talent that joined us in 2025! 🎉

As we wrap up the year, we’re spotlighting the incredible people who joined our team throughout 2025. 🙌

They brought fresh ideas, positive energy, and a commitment to doing great work—and we’re better because of it.

From here, they can go anywhere ✨ and we’re excited to be part of their journey.

👇 Drop a 👏 or a 👋 in the comments to help us celebrate them!

12/31/2025
12/24/2025

Our office will be closed in observance of the holiday. Wishing you a joyful and relaxing holiday from all of us at Basepoint Wealth.

👏 Big congratulations to Katie Kula on joining the Board of Directors of the Eastern Iowa Arts Academy!Katie has always ...
12/23/2025

👏 Big congratulations to Katie Kula on joining the Board of Directors of the Eastern Iowa Arts Academy!

Katie has always had a creative side—she’s an accomplished musician and crafter—and this role is a perfect fit for her talents and passions. The Eastern Iowa Arts Academy offers inspiring after-school arts experiences for K-12 students across Eastern Iowa and supports creative programming within human service agencies.

We love seeing Katie give back through creativity and help make the arts more accessible in our community. 🎶🎨

🎉 Congratulations to Andrew Mong on being selected to serve on the Board of Directors for Willis Dady Homeless Services ...
12/23/2025

🎉 Congratulations to Andrew Mong on being selected to serve on the Board of Directors for Willis Dady Homeless Services in Cedar Rapids!

Willis Dady’s mission—to empower individuals experiencing homelessness to build futures of self-sufficiency through advocacy, housing, and employment—has a powerful impact in our community.

This marks Andy’s first board appointment, and he’ll be serving on the Finance Committee, a natural fit given his strong analytical and finance background.

We’re proud to see Andy using his expertise to support such meaningful work in our community. 👏

We’re celebrating a special recognition for one of our own! 🌟Congratulations to Senior Wealth Advisor Scott Cooley on be...
10/24/2025

We’re celebrating a special recognition for one of our own! 🌟
Congratulations to Senior Wealth Advisor Scott Cooley on being named to the 40 Under 40 Class of 2025!

Scott’s dedication to his clients, family, and community shines through in everything he does — from mentoring others in the industry to serving with purpose and integrity.

When asked what he hopes to accomplish by age 50, Scott shared:

“My primary goal is to be a father my children love and are proud of, and a husband my wife can always count on.”

We’re proud to call you part of the Basepoint family, Scott.

👉 Read Scott’s full interview and story here: https://www.basepointwealth.com/post/celebrating-scott-cooley-40-under-40-honoree

Headlines are turning negative — but does that mean a recession is here? In this episode of The Point, Landis Wiley and ...
10/13/2025

Headlines are turning negative — but does that mean a recession is here? In this episode of The Point, Landis Wiley and Allen Wallace, CIO at Basepoint Wealth, break down the current economic and market outlook.

📉 They discuss inflation pressures, job revisions, and what the Fed’s next moves could mean for investors.

🏦 Plus, a reality check on the AI boom: can massive spending and sky-high valuations keep markets moving, or is it overhyped?

💡 Finally, they share portfolio strategies — from international exposure to gold, silver, and cash — designed to balance opportunity with caution. ⚖️

In this episode of The Point, hosts Landis Wiley and Allen Wallace, CIO at Basepoint Wealth, tackle the big question: Are today’s negative headlines signaling…

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4144 Golf Street NE
Cedar Rapids, IA
52402

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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(319) 826-1898

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At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. Check us out at www.basepointwealth.com for more information. Terms and disclosures can also be found at https://basepointwealth.com/disclosures.