Basepoint Wealth
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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?
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.
🎉 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!
12/23/2025
👏 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. 🎶🎨
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. 👏
Click here to claim your Sponsored Listing.
Our Story
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.
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Address
4144 Golf Street NE
Cedar Rapids, IA
52402
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
