Private Wealth Asset Management

Gleason Financial Group is an independent financial services firm with a goal of providing tactical wealth accumulation while emphasizing risk management techniques for all clients. Unlike other firms that "set it and forget it", Gleason Financial Group actively manages accounts utilizing technical analysis, reasearch and theory.

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

Our emphasis on customer service sets us apart from other accounting firms. We believe our personal relationships with our clients are our strongest assets. Contact us today to see what we can do for you.