Basepoint Wealth, LLC
Categories
Financial Services, Banks, Credit Unions
About Us
Financial Planning
Are you focused on what matters? Our advisors work with you to develop a plan that sets you on your own unique path to success, but is flexible enough to adapt to changes in your life when and how they occur.
Investment Management
Are your investments working for you? We believe in the importance of fundamentals. This means knowing you individually, and designing, monitoring, & managing a portfolio specifically in tune with your needs.
Independent Advice
Whose interests are being taken care of? As fee-only advisors, we always operate under the highest fiduciary standard. That means your success is always at the core of what we do. No exceptions. No exemptions.
Rep/Contact Info
Shayne Boles
Associate Wealth Advisor
- Phone: (563) 320-7415
- Fax: (319) 826-1471
- Cell Phone: (563) 320-7415
- Send an Email
- 4620 E 53rd Street, Suite 203 Davenport IA 52807