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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

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Stay Safe with a B.O.P. At Your Back

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.

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

 

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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