At Helvetica Assets, we believe that the best outcomes come from collaboration. While you will have a dedicated relationship manager who serves as your primary point of contact, you benefit from the collective expertise of our entire team. This team-based approach ensures that you receive comprehensive, well-rounded advice that addresses all aspects of your financial life.
Wealth management has become increasingly complex, with intersecting considerations across investments, taxes, estate planning, risk management, and more. No single advisor can be an expert in all these areas. Our team approach brings together professionals with diverse expertise to provide truly comprehensive solutions.
Your relationship manager is your primary point of contact and advocate within our firm. They coordinate all aspects of your service, ensure your needs are met, and serve as the quarterback of your wealth management team. Relationship managers typically hold CFP® or similar certifications and have extensive experience in comprehensive financial planning.
Our investment team, led by CFA® charterholders, is responsible for portfolio construction, manager selection, and ongoing investment management. They conduct rigorous research, monitor market conditions, and make tactical adjustments to keep portfolios aligned with client objectives.
Our tax planning specialists, many of whom are CPAs, work to minimize your tax burden through strategic planning. They coordinate with your CPA to implement tax-efficient strategies and identify opportunities for tax savings.
Our estate planning advisors help you develop strategies to preserve and transfer wealth efficiently. They work closely with your estate planning attorney to ensure your plan is properly structured and documented.
Our client service team handles day-to-day account administration, transaction processing, and client inquiries. They ensure that your service experience is seamless and efficient.
Our technology and operations team maintains our systems, ensures data security, and continuously improves our processes to enhance service delivery.
When you become a client, your situation is reviewed by the entire team. We hold regular team meetings to discuss client situations, share insights, and develop optimal strategies. For complex situations, we may convene a case review meeting where multiple advisors analyze the situation and develop recommendations.
This collaborative approach ensures that:
Our team-based approach also provides continuity. Because multiple team members are familiar with your situation, you're never dependent on a single individual. If your relationship manager is on vacation, out sick, or transitions to a new role, other team members can seamlessly step in to provide service.
We have a formal succession plan in place to ensure continuity of service for all clients. This plan is reviewed and updated annually to ensure it remains current and effective.
We invest heavily in the professional development of our team members. All advisors are required to complete extensive continuing education each year, far exceeding regulatory requirements. We also provide opportunities for team members to pursue advanced certifications and attend industry conferences.
This commitment to professional development ensures that our team stays current with industry best practices, regulatory changes, and emerging trends, allowing us to provide the highest level of service to our clients.
Schedule a complimentary consultation to discuss your financial goals.
