Dana Mitchell

Background

About Dana Mitchell

It’s not how much money you have, it’s how you use it. Financial success requires a plan, and Basis Wealth builds strategic financial plans based on your values and real data. At Basis Wealth we understand how important it is for you to feel organized and have peace of mind around your financial independence. HOW DO WE HELP YOU SUCCEED? First, we identify your family philosophy around wealth management. Next, we create a plan that empowers you to accumulate and protect your wealth that resonates with your values and the realities of today’s market. WHY CONNECT WITH ME As the managing partner of Basis Wealth, I work best with families who are struggling with how to transition their wealth to the next generation, and professionals or business owners who are building their financial portfolios and have specific goals. Some of my clients aspire to a comfortable retirement, a legacy, or a cottage up north (and in many cases, all three.) Basis Wealth takes a unique and effective approach to helping our clients empower their goals:* Smart Plans: Smart plans aren’t just about yield, they’re about respect. We ensure you get both * The Right Process: First we discover what really matters to you and why. Only then do we advise how we can help you achieve it * An Expert Team: The diverse experience of our team ensures no stone is left unturned when it comes to wealth accumulation * Attention to Detail: We pay attention to your needs, your comfort level, and ensure your plan is executed with precision over the long term * Longevity: History matters. We began in 1973 and today we are working with the third generation of our original client base. You can trust us * Employee Benefits: We empower our business owner clients by empowering their employees to be healthy, happy and productive To find out how Basis Wealth can empower you to achieve your financial goals, feel free to connect to me on LinkedIn or visit our website at