DES MOINES, Iowa, July 19, 2021 / PRNewswire / – Base Point Wealth (www.basepointwealth.com), a wealth management company based in Cedar Rapids, IA acquired Charter Accounting, PLC as part of a closed transaction June 30th, 2021. The acquired company will operate as a subsidiary under the name of Basepoint Tax & Accounting, LLC (www.basepointtax.com).
With this acquisition, Basepoint establishes its first presence in the monks metropolitan area, addition to existing locations in Cedars Rapids, Dubuque, and Davenport.
For nearly 25 years, Charter Accounting, PLC has provided high quality accounting services to individuals and businesses in Des Moines, Iowa. The full-service accounting firm prides itself on providing quality accounting, payroll, tax and advisory services to individuals and small businesses with integrity, professionalism and responsiveness.
Marc McKee, Director of Charter Accounting PLC, said of the acquisition: “I am very excited about the prospect of expanding the services we can offer by affiliating with professionals who are experts in financial planning, investment management and who understand the importance of independent fiduciary advice for clients. ”
McKee and his team of Chartered and Certified Accountants will remain with the newly appointed company. Ryan Watermiller, a AnkenyThe Basepoint Wealth advisor will operate from monks full time office.
The merger will allow Basepoint to provide investment management and tax planning advice under one roof and allow individuals to benefit from tax advisors and financial planners who see the same data and follow a unified philosophy. “For too long, clients have had to mediate with their team of finance professionals,” said W. Allen Wallace, Chief Investment Officer of Basepoint Wealth. “This union brings us one step closer to our ultimate goal of creating a single, unified source of financial fiduciary advice, so clients no longer have to grapple with a variety of conflicting opinions when making financial decisions without knowing for sure.” what interest is served. .
Basepoint Wealth, parent company of Basepoint Tax & Accounting, was recently named one of the “Fastest Growing Companies” by the Corridor Business Journal.
“This acquisition responds to a strategic objective of gaining a presence in one of the fastest growing metropolitan areas in the country, and we are delighted to have taken this first step towards establishing a base of solid operations in monks,” mentionned Landis wiley, Director of Business Development for Basepoint Wealth. “Having successfully completed six acquisitions and mergers in the past four years, we are poised to continue expanding our markets through a delicate balance between organic growth and focused acquisition. ”
About Basepoint Wealth, LLC
Basepoint Wealth, LLC provides comprehensive, independent financial planning, tax and investment management services to clients across the United States. Basepoint combines integrated technological platforms with its team of accredited professionals, offering a unique and individualized wealth management experience.
By combining the expertise of people with powerful technology, Basepoint is focused on delivering a unified wealth management experience that goes beyond portfolio management.
Basepoint Wealth, LLC is a registered investment advisor. Visit our website www.basepointwealth.com for material disclosures.
SOURCE Base point of wealth