Bryan Clark

We had an appointment today with KC to review our financial plan and were reminded yet again why we are long time clients of KC and Basepoint. They combine a welcoming atmosphere with the expertise to help their clients reach their goals. Each time we leave a meeting at Basepoint, we have a renewed sense of peace and confidence in our finances. Taking the stress out of financial planning is such a big deal for us and we can’t imagine finding that anywhere else to the level we get at Basepoint.

Ron Kositzky

I've been with Basepoint wealth since before it was Basepoint wealth. I believe in the '70s. My original advisor helped me begin retirement planning at the beginning of my career. He helped me plan once I married, had kids, helped them through college and transition through retirement. He transferred me to Kate Wallace when he retired. Kate has created Basepoint wealth and as they grew she transferred me to Shayne Boles as her responsibilities as CEO increased. I was always given the freedom to make my own decisions with their guidance. I now have them make the decisions so I can enjoy retirement. Everyone I've worked with has been very professional and personable as they learned of our needs and desires. I'm now enjoying the life I've worked for comfortably and confident knowing my finances are secure. My wife and I have and will continue to recommend to our friends and family.

Andrea Osborn

I have trusted Basepoint for quite a few years. Their financial planning has made me feel comfortable. They have Made my taxes a breeze as well. Thank you Kate, Allen, and Jake for you efforts to make me confident in my financial future .

greg stewart

After a life time of managing my own retirement portfolio I felt is was time to align with a wealth management team that would engage with me strategically - for the long haul - in my retirement years. I found that team at - Base Point Wealth. Their fiduciary approach (new to me) has met my expectations in both -communication and performance. If you're considering a transition or change with your portfolio and wealth planning goals, give Kate and her team a call. They listen, they're transparent and they perform.

Sharon Ramsay

I have been a client of Basepoint long before it became Basepoint. First with Kate Wallace and now with Shayne Boles. It's been an excellent experience and I obviously trust them with my money. Which, by the way, is doing quite well! Shayne is good at explaining what's going on in a way that I can understand. I have always felt free to call if I have a question about anything. I never feel like I have asked a stupid question. Everyone with whom I have come into contact at their office is friendly and welcoming. I also started having my taxes done when that service was added. It's great to have it all under one roof so the communication about my information is seamless. I highly recommend Basepoint!

Kris Kolz

I can’t say enough good things about Basepoint Wealth. Before working with them, we weren’t sure how long our investment income would last or whether we could comfortably enjoy vacations, family weekends, and do home improvements. Thanks to Basepoint’s guidance, we now feel confident and secure about our financial future. Everyone we’ve worked with has been so professional and truly a pleasure to work with — it’s clear they genuinely care about their clients and want the very best for them.

Robin Ulrich

We have had fantastic service at Basepoint Wealth. This company truly cares about their clients! KC, Amber, Mason and Teegan have all been a pleasure to work with! Any question is rapidly answered or researched with a fast response. We have always had a good experience in their office!

Brenda Sorensen

We have been using Basepoint Wealth to manage our investments for nearly 20 years. The team of expert advisors and accountants at Basepoint Wealth listen first to our needs and comfort level of risk to provide the financial strategy that best fits those needs. We are grateful for their flexibility, their willingness to offer advise at any time, and the technology employed to provide the best services possible. We are extremely pleased with the success of our investments through Basepoint Wealth, and with their guidance, are confident in our financial status both now and in our retirement.

Sue Kvach

We've had Kate and Allen as financial advisors for 20 years, long before they founded Basepoint Wealth. Kate, Allen, and Shayne monitor, listen, and advise us on managing our investment portfolios. They look beyond finances and numbers, to who we are as individuals, parents and grandparents, and what our hopes for the future are. We value their financial advice and friendship. As fiduciary and fee-only advisors, they focus on our interests and needs. There are no commissions that might influence their advice. Kate, Allen, and Shayne work diligently to optimize our financial outcomes while reducing risks. Thank you, Kate, Allen, Shayne, and all the Basepoint Wealth staff!

The Gallaghers

We have worked with Basepoint for the past year. They assisted with consolidating our assets, showing us a plan for the future, preparing our tax return and giving advice regarding our charitable donations. Kate’s knowledge, communication, and ability to explain things so we understand is exemplary! As soon as we walk in, we are greeted with warmth and friendliness. Thank you Kate for your guidance the past year! We look forward to working with Amber moving forward.

Doug Kula

I have had great experiences with Basepoint advisor Bryan Knudson. I am POA for my dad who is 90. We are in process of moving more assets toward Basepoint wealth due the attention and care we experienced. Part of dad’s assets were in government bonds that I had no idea how to manage. With Bryans help along with other advisors we came up with a good strategy and learned how to best handle those bonds. Bryan was very helpful in the process and spent a lot of time helping us get a handle on them, even though they were not part of the Basepoint asset package. Thanks Bryan! Bryan helps with my dad’s assets, but we have been with Kate, Allen, and Katie with our personal assets from before Basepoint Wealth existed. Kate is our advisor. She provides great service, quick responses, and sound advice. Basepoint Wealth’s approach to financial planning is first to listen well, and get to know the client and thier financial desires and expectations. The advisors then work closely with Basepoint’s “

Karl Kolz

I'm happy to recommend Basepoint Wealth. They've always been honest, credible and trustworthy. Their knowledge of stocks and different investment options is impressive and they always explain things in a way that makes sense. I really appreciate that they provide clear and regular updates so we always know how our investments are doing. They also take the time to understand our financial needs and goals, which has helped us build wealth while keeping our risk low. Overall, Basepoint Wealth has been great to work with and I'd happily recommend them to anyone looking for a solid, dependable financial advisor.