Helm Asset & Wealth Management Inc

Gerald is a solid, highly skilled, client-focused financial professional with a deep sense of integrity. He makes himself available to his clients, promptly returning calls or answering emails. He is calm and grounded in his approach and he knows his business. I have appreciated his advice and his management of my investments with the goals to minimize risk and optimize returns. My sense has always been that he has my best interests top of mind and he is a trusted partner. The financial marketplace is complex and full of uncertainty and there are no guarantees no matter where you go. However, it is so important to have someone in your corner that is skilled, accessible, and doing their level best to deliver results to safeguard your financial future and grow your portfolio. I recognize that I have given him a glowing review, however this is not something that I do lightly, it is, in fact, my objective assessment, based on the 20 years I have been his client.

We have been very impressed with the services we have had, so much so we have moved all our investments over to Gerald to manage and we have not been disappointed. We would highly recommend HELM if you want someone to actively manage your investments where you will be kept up to date on a regular basis on how those investments are doing, as opposed to a cursory, brief anual "chat" by other alternates. A very professional business.

Carol & I have worked with Gerald for over 10 years, Gerald has a very strong knowledge of the business and is easy to talk to(down to earth). Gerald is quick to respond to any of our requests and we are comfortable & confident with his advise. We feel lucky to have him as our Financial Advisor. Paul Marlatt

We have had the opportunity to work with Gerald from Helm in dealing with our family estate. His advisement has been well informed and professional in dealing with business, finance and strategic planning. We would use again and recommend!

We have worked with Helm for many years and have enjoyed a successful and secure relationship. We would highly recommend Helm to anyone!