Our Planning Process
How We Build Your Plan and Keep It Working A financial plan is only as valuable as the process behind it. At Helium Advisors, our planning process is designed to give clients clarity on where they stand, confidence in where they're headed, and a structure that adapts as life and markets evolve. Our...
Investment Management
Disciplined Investment Management - Aligned with Your Financial Plan We do not manage portfolios in isolation. We build strategies designed around your goals, tax situation, and financial complexity. Good investment management is more than picking funds or allocating to asset classes. It is building...
Financial Planning
Financial Planning Designed Around You - Not a Template For clients with complexity, a checklist is not enough. You need a plan that connects. Financial planning is the foundation of everything we do at Helium Advisors. It is the process by which we understand your full financial picture, income...
Family Office Services
Solutions for Families with Financial Complexity For families managing multiple accounts, entities, real estate, business interests, trusts, and planning relationships, the coordination required goes beyond what a standard financial plan provides. Helium Advisors offers a family office-style...
Impact Investing
As the problems societies face become more entrenched and complex, it’s clear that government and philanthropy can’t solve them on their own. In the U.S., philanthropy is approximately $390 billion, government spending is $3.9 trillion, and capital markets encompass $65 trillion. On a global scale...
Estate Planning
Estate Planning Coordination - Your Wealth Your Wishes We help clients build estate strategies that work, and stay coordinated with the rest of their financial plan. Estate planning is one of the most personal conversations in financial life. It involves decisions about family, values, legacy, and...
Charitable Planning
Charitable Planning that Reflects Your Values and Improves Your Financial Outcomes Giving is most powerful when it is planned. Thoughtful charitable strategy can align generosity with tax efficiency, allowing clients to make a greater impact while also improving after-tax outcomes across the...
Legacy Planning
Connect Your Wealth to What Matters Most More than documents. A plan that reflects your values, your family, and your intentions. Effective legacy planning is not just about having a will or trust in place. It is about ensuring that the structures you put in place reflect your actual intentions, are...
1031 Exchanges
What is a 1031 Exchange? In the simplest terms, a 1031 Exchange is a real estate investment strategy that allows you to defer your capital gains taxes on an investment property if you sell it and buy another "like-kind" property. According to the Internal Revenue Service, "if you make a like-kind...
Tax Aware Planning
Tax-Aware Planning that Makes Every Financial Decision Work Harder. Most wealth management firms stop at investments. We don't... Tax planning is not a separate conversation to have once a year with your accountant. It is a lens that should shape how your portfolio is constructed, how assets are...
