Premier Wealth Management Since 2010

Welcome to Helvetica Assets

Personalized wealth management solutions designed for your financial success and family legacy. We deliver transparent, evidence-based portfolios engineered to weather market cycles and deliver consistent results.

Comprehensive Risk Management

Evidence-Based Investment Strategies

Multi-Generational Planning

Explore Our Services Schedule Consultation

Investment Performance

12.8% Average Annual Return

$2.5B+ Assets Under Management

500+ Families Served

S&P 500 +2.4%

NASDAQ +1.8%

DOW -0.3%

Market Insights

Financial Market Intelligence

Stay informed with our expert analysis and market perspectives to make confident investment decisions.

Market Analysis

Q4 2024 Investment Outlook

Our comprehensive analysis of market trends and investment opportunities for the upcoming quarter.

December 15, 2024 Read More

Wealth Planning

Tax-Efficient Strategies for 2025

Maximize your wealth preservation with our expert tax optimization strategies and planning insights.

December 10, 2024 Read More

Portfolio Management

Diversification in Modern Markets

Explore innovative approaches to portfolio diversification in today's complex investment landscape.

December 5, 2024 Read More

Live Market Data

S&P 500

4,783.45 +1.2%

NASDAQ

15,123.67 +0.8%

4.23% -0.1%

Gold

$2,045.80 +0.5%

About Helvetica Assets

Your Trusted Partner in Wealth Management

We are dedicated family wealth specialists committed to helping you and your family achieve lasting financial clarity and security throughout every stage of life.

Leading Wealth Management Excellence

Helvetica Assets delivers a distinctive approach to wealth management—one that is deeply personal, thoroughly comprehensive, and strategically long-term. Our experienced advisors seamlessly coordinate financial planning, sophisticated portfolio design, and family governance structures to simplify complex decisions and deliver more consistent outcomes.

Strategic Clarity

Crystal-clear understanding of your financial goals, risk parameters, and the specific steps required to achieve your objectives.

Aligned Portfolio

Investment strategies precisely calibrated to your risk tolerance, time horizon, and financial goals with ongoing optimization.

Predictable Cadence

Regular review schedule with proactive communication, ensuring you stay informed and confident in your financial trajectory.

Our Achievements

15+ Years of Excellence

500+ Families Served

$2.5B+ Assets Managed

95% Client Retention

Our Services

Comprehensive Wealth Management Solutions

Whether you are actively building wealth, protecting accumulated assets, or planning for generational transfer, we help translate your core values into actionable milestones.

Featured

Comprehensive Wealth Management

Integrate life goals, cash flow optimization, tax efficiency, estate planning, and investment strategy into one cohesive financial plan.

Personal financial planning
Cash flow optimization
Tax efficiency strategies
Estate planning coordination
Investment strategy integration

Investment Management

Diversified, evidence-based investment portfolios with sophisticated risk controls and transparent performance tracking.

Evidence-based portfolio design
Sophisticated risk controls
Transparent performance tracking
Diversified asset allocation
Continuous monitoring

Risk Management & Protection

Comprehensive risk management and strategic liquidity planning to safeguard your financial future.

Strategic liquidity planning
Insurance optimization
Contingency planning
Asset protection strategies
Emergency fund management

Family Wealth Management

Prepare future generations, align family governance structures, and translate shared values into coordinated action.

Generational planning
Family governance structures
Values-based planning
Next generation education
Legacy coordination

Tax Optimization

Strategic tax planning and optimization strategies to maximize your after-tax returns and preserve wealth.

Tax-loss harvesting
Asset location strategies
Retirement planning
Charitable giving strategies
Estate tax minimization

Estate Planning Coordination

Coordinate estate planning, tax optimization, and legacy strategies across generations seamlessly.

Multi-generational planning
Legacy strategy development
Trust coordination
Philanthropic planning
Wealth transfer optimization

Our Team

Meet Our Expert Advisors

Our experienced team of wealth management professionals brings decades of combined expertise to serve your financial needs.

Michael Harrison

Senior Wealth Advisor

25+ years of experience in wealth management with expertise in portfolio construction and risk management.

CFA®, CFP® 25+ Years

Sarah Mitchell

Family Wealth Specialist

Specializes in multi-generational wealth planning and family governance structures.

JD, LL.M 18+ Years

David Chen

Investment Director

Expert in portfolio management and alternative investments with global market experience.

CFA®, CAIA® 20+ Years

Jennifer Rodriguez

Tax Strategy Advisor

Specializes in complex tax planning and optimization strategies for high-net-worth individuals.

CPA, MST 16+ Years

Client Stories

What Our Clients Say

Hear from families who have achieved financial success through our personalized wealth management approach.

"Helvetica Assets transformed our approach to wealth management. Their comprehensive strategy and personalized attention gave us confidence in our financial future."

Robert & Margaret Thompson

Multi-generational Family

"The team's expertise in tax optimization and estate planning has saved our family significant resources while ensuring our legacy is protected."

Dr. Elizabeth Warren

Medical Professional

"Their evidence-based investment approach and transparent communication style aligned perfectly with our family's values and financial goals."

James Mitchell

Technology Executive

Our Approach

Proven Framework for Wealth Management

Our wealth management philosophy is guided by clear strategic intent and disciplined execution, focusing on identifying the decisions that truly matter.

Discovery & Analysis

Thorough discovery of goals and constraints, establishing appropriate boundaries for risk tolerance and timing considerations.

Policy Design

Policy frameworks are intentionally concise, maintaining adaptability while ensuring changes are deliberate and well-documented.

Implementation

Implementation using liquid and cost-efficient investment vehicles with clear ownership and responsibility assignment.

Systematic Review

Systematic review according to predetermined schedule with timelines aligned to cash flow obligations and market conditions.

Get Started

Begin Your Wealth Management Journey

Starting your relationship with Helvetica Assets is straightforward and designed to be efficient. Our onboarding process ensures we thoroughly understand your unique situation while respecting your valuable time.

Contact Information

Our Office

335 Madison Avenue
New York, NY 10017
United States

Phone

1 (888) 883-7154

Mon-Fri 9AM-6PM EST

Email

info@helveticaassets.com

consulting@helveticaassets.com

Our Global Offices

New York

Stansted

Zurich

Our Process

1. Schedule Consultation

Connect with our team to discuss your financial goals

2. Discovery Process

Complete our comprehensive financial questionnaire

3. Review Your Plan

Receive your personalized wealth management strategy

Schedule Your Consultation

Fill out the form below and we'll contact you within 24 hours

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Investable Assets *

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Resources

Financial Planning Tools & Resources

Access our comprehensive library of financial planning tools, guides, and educational resources.

Retirement Calculator

Plan your retirement with our comprehensive calculator that considers inflation, taxes, and investment returns.

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Investment Guides

Download our comprehensive investment guides covering portfolio diversification, risk management, and market analysis.

Download Guides

Tax Planning Checklist

Stay organized with our annual tax planning checklist designed for high-net-worth individuals and families.

Get Checklist

Educational Webinars

Join our expert-led webinars on wealth management topics including market trends and financial planning strategies.

View Schedule