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What Do You Need?

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Name Your Price

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Speak with Us

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Why choose us?

We have over 40 years of combined wealth management experience and managed nearly $1 billion in assets before starting BASILICA Wealth Management. Our team began managing assets before the Tech Wreck and back to recovery, only to see the Real Estate Bubble and Financial Crisis take us back to the beginning.  Now that we have recovered from the last crisis, it is more important than ever to be ready for the next.

Trusted

How we will work together... Read more...

Wealth Management

Life is dynamic and when life changes so do your financial circumstances. We can help you prepare financially for life changing events. Read more...

Committed

At BASILICA, you are the "Relationship Architect ™". Read More...

Collaboration of Financial Professionals

Why do you have to explain your life story every time you meet with your Investment Advisor, CPA, or Estate Attorney? Read more...

Unified

BASILICA has eliminated the traditional barriers... Read more...

Agnostic Investment Approach

All recommendations are product agnostic, goal driven, and without transaction fees. Read more...

 

 

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Why Us?

At BASILICA you are the Relationship Architect ™.

Together we will customize your BASILICA relationship, where you will control the price with the BASILICA Pricing Pledge, and own a goal oriented portfolio for your needs, not ours.

Do you want a globally consolidated view of your financial world?

BASILICA integrates our Personal Touch – Unique Tech approach to link all of your accounts seamlessly to one secure location to help you stay organized. Further, customize your technology interface with BASILICA with mobile application, secure email communication, a personalized website, video conferencing, and interactive tech support to make communicating with us easy and secure.

Our Only Quota is Your Satisfaction...

BASILICA has eliminated the traditional barriers in the relationship between clients and advisors by letting the client set the price. Your fee structure will be completely determined by you based on your unique situation. Clients all have unique goals, objectives, portfolios, a personalized level of support, and your fees should reflect this. As your needs become more complex, you can expand your service. Imagine working with an advisor who is never going to send you an arbitrary fee increase letter, because you set the price based on what you need from BASILICA, not the other way around.

We Offer

BASILICA Private Client

Are You Tired of Having a Revolving Door Service in Your Relationship?

BASILICA Private Client offers a dedicated team for high net-worth investors seeking an ongoing, goal-oriented, fully customizable relationship with their Investment Advisor.

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Discretionary Services

Adding More Colors to a Pie Chart Doesn't Make it "Better Advice".

BASILICA offers a range of discretionary managed solutions from short term income focus and balanced portfolios, to long term aggressive growth and defensive equity strategies.

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Life Event Planning

At BASILICA We Believe Luck is Where Preparation Meets Opportunity.

Life is dynamic and when life changes so do your financial circumstances. We can help you prepare financially for life changing events. Whether it's starting a new career or preparing for retirement and leaving a legacy to your grandchildren. We plan for every stage of your life.

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  • Dimitri M. Uhlik COO

    Mr. Uhlik serves as Chief Operations Officer at Basilica Wealth Management. In addition to his duties Mr. Uhlik specializes in global macro-economic and political analysis with a particular focus on monetary policy.
  • Erik D. Saunders Managing Director- Sr. Financial Advisor

    Erik D. Saunders has spent the last 26 years working in the financial services industry, the last nine years with Charles Schwab & Co., Inc. Most recently Mr. Saunders served as Vice President-Financial Consultant with Charles Schwab & Co., Inc.
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Welcome To BASILICA Wealth Management‎
Transcendent Financial Relationships

 

Disclaimer for Third Party

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.

 

BasilicaWealth What Will This Year’s Super Bowl Indicator Tell Us? https://t.co/DehB6HBqCV via @lplresearch

Boutique Approach

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable.  We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. Read More...

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