Basepoint Wealth Expands, Welcomes Veteran Advisor Team
Basepoint Wealth welcomes Kirk Sadilek and Kathy Walvoord!
CEDAR RAPIDS, IA – Basepoint Wealth (www.basepointwealth.com), a fee-only wealth management firm based in Eastern Iowa, is excited to welcome Kirk A. Sadilek, CFP® as a Certified Financial Planner™ professional and Senior Wealth Advisor.
Kirk joins Basepoint Wealth from the Principal Financial Group where he served as a financial advisor for twenty-two years. Kirk brings over 33 years of financial industry experience working with a diverse group of clients, specializing in planning for small to mid-sized businesses and their owners and executives. Kirk’s long-time client service associate Kathy Walvoord has joined in the transition as well.
The team joins the Cedar Rapids office of Basepoint Wealth, where they will gain access to the in-house investment, tax, and planning teams to support the continued growth of their client base.
“Like most financial advisors who have been in the industry for as long as I have, I found myself spending a lot of time evaluating what was best for my clients and for my practice in the coming years. By partnering with Basepoint, I have gained access to the team-based approach that the industry has struggled to implement, but which is needed to truly deliver the experience that clients today want. I’m excited about the new opportunities this transition will bring to me and to my clients for years to come,” Sadilek said.
Landis Wiley, Director of Business Development added, “We are proud to welcome Kirk and Kathy to Basepoint and congratulate them on the move. Together they bring significant knowledge and experience that further deepens the expertise of the entire team at Basepoint. Kirk has a well-established client base with many long-standing relationships throughout the community, and we are excited for the opportunity to partner with him in bringing an enhanced advising experience to those individuals”.
Kirk and Kathy will be located at the Basepoint Wealth office on at 4144 Golf Street NE in Cedar Rapids and can be reached by phone at (319) 826-1898.
About Basepoint Wealth, LLC
Basepoint Wealth, LLC provides comprehensive independent financial planning, tax advisory, and investment management services to clients throughout the United States. Basepoint combines integrated technology platforms with its team of CFA, CFP®, CPA, and ChFC® credentialed advisors, providing a uniquely individualized wealth management experience.
Basepoint is focused on identifying highly talented advisors and professionals who will benefit from the unique team-based approach to wealth management that Basepoint offers. 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 has offices in Cedar Rapids, Dubuque, and Davenport, IA. Visit our website for more information: www.basepointwealth.com
Basepoint Wealth, LLC is a registered investment advisor. Please visit our website www.basepointwealth.com for important disclosures.
Basepoint Wealth, LLC Landis T. Wiley Partner // Director of Business Development 319-826-1898 firstname.lastname@example.org