Helvetica Assets Capital & Wealth Management was founded on the principle that exceptional wealth management requires more than just investment expertise—it demands a comprehensive understanding of each client's unique circumstances, goals, and values. Since our inception, we have been dedicated to providing personalized financial guidance that addresses every aspect of our clients' financial lives.
Our journey began with a simple observation: high-net-worth individuals and families needed a wealth management partner who could provide truly integrated solutions. Traditional financial services firms often operated in silos, with investment management, tax planning, estate planning, and risk management handled separately. We recognized that this fragmented approach led to missed opportunities, inefficiencies, and unnecessary complexity.
We set out to create a different kind of wealth management firm—one that would serve as a true partner to our clients, coordinating all aspects of their financial lives with precision and care. Today, Helvetica Assets stands as a testament to that vision, serving discerning clients across the United States and internationally from our offices in New York, Stansted, and Zurich.
Our mission is to empower our clients to make confident financial decisions by providing comprehensive wealth management services that integrate investment management, financial planning, tax optimization, estate planning, and risk management into a cohesive strategy aligned with their life goals and values.
At Helvetica Assets, we believe that effective wealth management begins with a deep understanding of who you are, what you value, and what you hope to achieve. Our approach is built on four foundational pillars:
We take the time to understand your complete financial picture, including your assets, liabilities, income, expenses, goals, risk tolerance, and family dynamics.
We develop a customized wealth management strategy that addresses all aspects of your financial life and aligns with your long-term objectives.
We execute your plan with precision, utilizing institutional-quality investment vehicles and coordinating with your other professional advisors.
We provide continuous monitoring, regular reviews, and proactive adjustments to keep your plan on track as your life and markets evolve.
When you work with Helvetica Assets, you gain access to a team of seasoned professionals who are committed to your financial success. Our advisors hold advanced certifications including CFP®, CFA®, and CPA designations, and bring decades of combined experience in wealth management, investment advisory, and financial planning.
We serve as your fiduciary, which means we are legally and ethically obligated to act in your best interest at all times. We have no conflicts of interest, receive no commissions from product sales, and provide completely transparent fee structures. Our compensation is aligned with your success—we only succeed when you succeed.
Beyond our technical expertise, what truly sets us apart is our commitment to building lasting relationships with our clients. We view ourselves as partners in your financial journey, and we take the time to understand not just your financial situation, but also your aspirations, concerns, and values. This deep understanding allows us to provide guidance that is truly personalized and meaningful.
Schedule a complimentary consultation to discuss your financial goals.
