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
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
View all articles
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
When Markets React
When markets shift, experienced investors stick to their strategy.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
An amusing and whimsical look at behavioral finance best practices for investors.