Smart Planning for Professional Families

financial plans

At Basis Wealth, we do things a little differently; we don't put you in the same financial plan as everyone else.

working with you on your side of the table

We offer a combination of plan protection and wealth accumulation. We help you grow your wealth while protecting you against the unexpected.

putting your smart plan into action

Setting your goals is important - knowing how to reach them is critical.

RIGHT PROCESS

Our process provides a customized solution to reaching your financial goals, with the flexibility to handle all of life's changes along the way.

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basis employee benefits plans

Employee benefits can make the difference between having a good team and a great one. It can also help you keep them.

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what are basis employee benefits plans?

Our solutions fill in the gaps between your business needs and your employees' expectations. We develop tax-efficient benefits plans that are aligned with your overall business strategy, and attract and retain the best talent.