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EVERETT, Wash. ~ Helium Advisors, an integrated wealth manager, has announced the successful incorporation of RISE Family Office into its operations. This move has unified the firm's delivery of comprehensive wealth and tax services for its high-net-worth (HNW) clients. Along with this, two seasoned industry professionals have been introduced: JJ Feldman as co-head of wealth management and Roshan Weeramantry as partner & co-head of wealth management. Additionally, Cyrus Amini, CFA, Esq., has been named chief investment officer (CIO).
Established in 2016, Helium offers a breadth of services that provide its clients with a family office style service model that includes wealth planning, investment management, insurance, tax optimization, estate planning, income tax planning and business management. With a deep network of financial, tax and legal experts, Helium acts as fiduciaries and "financial quarterbacks" to enrich clients' lives through holistic service and advice.
Howard Morin, co-founder of Helium said: "We're thrilled to embark on this next chapter of our journey. With the successful incorporation of RISE Family Office into our operations we're taking a significant stride forward in our dedication to delivering extraordinary service and advice. With the addition of JJ, Roshan and Cyrus we're not just expanding our team—we're expanding our ability to provide tailored solutions that help our clients achieve their financial goals. As we continue to evolve our client-centric focus and depth of expertise will remain as distinguishing factors."
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Feldman brings 15 years of experience to his new position at Helium from a large Los Angeles-based investment advisory firm where he designed and implemented custom portfolio solutions for HNW individuals and entrepreneurs. His duties at Helium include cultivating organic growth and expanding the advisory team. He said: "What attracted me to Helium was the opportunity to draw on the full breadth of my experience including wealth management tax consulting and middle-market business advisory to create value for clients."
Weeramantry is a co-founder at RISE Family Office who brings expertise in both alternative investment strategies and impact investing with a specific focus on further developing the latter at Helium. He will take the lead in driving sales initiatives and contributing to growth planning. He said: "I'm deeply passionate about helping our clients thrive; part of that is helping them align their investment portfolios with their personal beliefs and philosophies."
Amini leads the investment team at Helium while overseeing risk management; he was previously CIO & CCO at Charlesworth & Rugg Inc., now Highline Wealth Partners. He also has extensive retirement planning expertise with a specialty in advising 401(k) & defined benefit plans; he is also a member of New York State Bar Association & CFA charterholder.
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Morin concluded: "We are consistently strengthening our team by recruiting passionate idea driven professionals who thrive on building client relationships collaborating within a team delivering solutions & incorporating new technologies – whether it's in realm of tax strategies or providing insights on business concepts."
Helium Advisors is dedicated to providing extraordinary service & advice while empowering its clients to elevate their financial well being & impact on world around them through tailored solutions that help them achieve their financial goals.
Established in 2016, Helium offers a breadth of services that provide its clients with a family office style service model that includes wealth planning, investment management, insurance, tax optimization, estate planning, income tax planning and business management. With a deep network of financial, tax and legal experts, Helium acts as fiduciaries and "financial quarterbacks" to enrich clients' lives through holistic service and advice.
Howard Morin, co-founder of Helium said: "We're thrilled to embark on this next chapter of our journey. With the successful incorporation of RISE Family Office into our operations we're taking a significant stride forward in our dedication to delivering extraordinary service and advice. With the addition of JJ, Roshan and Cyrus we're not just expanding our team—we're expanding our ability to provide tailored solutions that help our clients achieve their financial goals. As we continue to evolve our client-centric focus and depth of expertise will remain as distinguishing factors."
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Feldman brings 15 years of experience to his new position at Helium from a large Los Angeles-based investment advisory firm where he designed and implemented custom portfolio solutions for HNW individuals and entrepreneurs. His duties at Helium include cultivating organic growth and expanding the advisory team. He said: "What attracted me to Helium was the opportunity to draw on the full breadth of my experience including wealth management tax consulting and middle-market business advisory to create value for clients."
Weeramantry is a co-founder at RISE Family Office who brings expertise in both alternative investment strategies and impact investing with a specific focus on further developing the latter at Helium. He will take the lead in driving sales initiatives and contributing to growth planning. He said: "I'm deeply passionate about helping our clients thrive; part of that is helping them align their investment portfolios with their personal beliefs and philosophies."
Amini leads the investment team at Helium while overseeing risk management; he was previously CIO & CCO at Charlesworth & Rugg Inc., now Highline Wealth Partners. He also has extensive retirement planning expertise with a specialty in advising 401(k) & defined benefit plans; he is also a member of New York State Bar Association & CFA charterholder.
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Morin concluded: "We are consistently strengthening our team by recruiting passionate idea driven professionals who thrive on building client relationships collaborating within a team delivering solutions & incorporating new technologies – whether it's in realm of tax strategies or providing insights on business concepts."
Helium Advisors is dedicated to providing extraordinary service & advice while empowering its clients to elevate their financial well being & impact on world around them through tailored solutions that help them achieve their financial goals.
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