Broker Check
Skip's Blog Second Opinion What We Do

Welcome to Helms Wealth Management

We are a small, independent wealth management firm focused on helping clients align their resources and goals. Their success energizes our commitment to critical thinking, a clear, understandable strategy and appropriate recommendations. Each client is unique and deserves a personalized approach to their situation. We are free of obligations to banks, Wall Street brokers and proprietary investment packages.

If you need comprehensive wealth management with a high level of personal service, please browse our services and topics. You might find what you are looking for. Thanks for visiting! 

I didn’t write these, but my website server has lots of articles on finance.  They rotate every week or you can go to the main list for specific topics.  Call me if you want to talk about any of them.  Thanks, sh

Helpful Content

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

 

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Rightsizing for Retirement

What does your home really cost?

Saving for College 101

Here’s a crash course on saving for college.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow