Basecamp Wealth Advisors, LLC

Basecamp Wealth Advisors serves high‑net‑worth individuals, families, related entities, trusts, donor‑advised funds and business clients with integrated wealth management, investment management, financial planning and family‑office services. Its service set explicitly includes coordination with clients’ CPAs and attorneys, bill‑payment coordination, multi‑generational and legacy planning, and access to alternative and custom private investment structures.

The firm emphasizes a long‑term, risk‑aware investment process that blends passive core exposures with selective active sleeves, tactical adjustments, and tax‑aware portfolio implementation; client portfolios are governed by written Investment Policy Statements and ongoing manager due diligence. Basecamp also uses third‑party money managers and conducts regular monitoring and rebalancing to align portfolios with client goals and after‑tax, net‑of‑fee outcomes.

Compared with many team advisers, Basecamp manages roughly $1.08 billion with four advisors—resulting in unusually high AUM per advisor—and maintains a relatively small, concentrated client roster, consistent with a high‑touch model and a $5 million account threshold for new relationships. The firm’s disclosures also note it may act as trustee for certain client accounts (creating imputed custody and surprise‑exam considerations) and that it routinely facilitates access to private investment vehicles and family‑office services, features less common among peers.