Berthel Fisher Companies

Basepoint Wealth, headquartered in Cedar Rapids, Iowa, offers independent and transparent wealth management services through fee-only fiduciary advisors dedicated to putting their clients' best interests at the forefront. Their team works closely with individuals, families, and businesses to simplify complex financial planning while developing tailored investment management strategies to achieve personal financial goals. Recognizing the importance of solid financial foundations, Basepoint Wealth emphasizes the value of knowing their clients personally to create targeted approaches that support their unique paths to success. By providing ongoing support and guidance, they aim to foster confidence and clarity in the wealth management process and help clients focus on what truly matters in their lives. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

TRYON INVESTMENTS Our mission is to provide the families we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security.