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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

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

When Do You Need a Will?

When Do You Need a Will?

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

 

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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An Inside Look at Retirement Living

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

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RE: Retirement

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Rightsizing for Retirement

What does your home really cost?

When Do You Need a Will?

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

Bridging the Confidence Gap

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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