Contact Us

Get in Touch

Whether you're looking to start a conversation about your wealth management needs, schedule a consultation, or simply have questions about our services, we're here to help. Our team of experienced advisors is ready to provide the guidance and support you need.

📍 Our Office

Helvetica Assets Capital & Wealth Management
335 Madison Avenue
New York, NY 10017
United States

📞 Phone

1 (888) 883-7154

Monday - Friday: 9:00 AM - 5:00 PM EST

✉️ Email

info@hacwm.com

We typically respond within 24 hours

🌐 International Offices

Stansted Office
United Kingdom

Zurich Office
Switzerland

Send Us a Message

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🔒 Your Privacy Matters
All information submitted through this form is encrypted and handled in accordance with our strict privacy policy. We will never share your information with third parties.

Frequently Asked Questions

What is the best way to schedule a consultation? ▼

You can schedule a consultation by calling us at 1 (888) 883-7154, sending an email to info@hacwm.com, or filling out the contact form on this page. We also offer a dedicated consultation scheduling page where you can select a time that works best for you.

What should I bring to my first consultation? ▼

For your first consultation, we recommend bringing recent statements for your investment accounts, retirement accounts, insurance policies, and any estate planning documents. However, if you don't have these readily available, we can still have a productive initial conversation about your goals and needs.

Do you charge for initial consultations? ▼

No, we offer complimentary initial consultations. This gives us an opportunity to understand your situation and goals, and for you to learn about our services and approach. There is no obligation to become a client after the consultation.

What is your typical response time? ▼

We strive to respond to all inquiries within 24 hours during business days. For urgent matters, please call our office directly at 1 (888) 883-7154, and we will do our best to assist you immediately.

Can I meet with you virtually? ▼

Yes, we offer virtual meetings via secure video conferencing for clients who prefer remote consultations or are unable to visit our office in person. We serve clients nationwide and internationally through our virtual meeting platform.