Trending...
- Spokane City Council Members Introduce "Immigration Enforcement Free Zones"
- New Threat Management Workshop Brings Hands-On BTAM Training to Spokane Valley
- City of Tacoma Offers In-Person Workshop for Local Businesses on the Revolving Loan Fund Process
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."
More on Washingtoner
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.
More on Washingtoner
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."
More on Washingtoner
- Costa Oil Named Primary Sponsor of Carson Ware for the United Rentals 300 at Daytona International Speedway
- HBMHCW Expande Infraestructura de Cumplimiento para Argentina mientras América Latina Supera $1.5 Billones en Volumen Cripto
- Norisia Launches AI Formulated Luxury Multivitamin to Transform Daily Wellness in the UK
- City of Tacoma Invites Community Input on Proposals to Modernize Housing, Zoning, and Land Use Codes for 2026
- Tacoma: Mayor Anders Ibsen to Deliver First State of the City Address on March 4
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.
More on Washingtoner
- Jacob Emrani's Annual "Supper Bowl" Expected To Donate Thousands Of Meals
- NASA / Glenn Research Center Collaboration to Help Meet Rising Demand for Space Energy Beaming Tech / CIGS PV Modules from Ascent Solar: NAS DAQ: ASTI
- When Interpretation Becomes Conversation: Rethinking Engagement in the Museum Age
- Half of Finnish Online Gambling Expenditure Now Flows to Offshore Instant Casinos as License Applications Open March 1, 2026
- RTC Communications Completes Next Level Connect Fiber Expansion Bringing Multi-Gig Broadband to West Boggs Community
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.
0 Comments
Latest on Washingtoner
- Sleep Basil Launches Revamped Diamond Mattress Collection Page, Highlighting Performance, Craftsmanship, and Personalized Comfort
- Sleep Basil Curates a Clearer Brooklyn Bedding Experience for Performance-Minded Denver Sleepers
- Spokane City Council Members Introduce "Immigration Enforcement Free Zones"
- Spokane: Mayor Brown Calls on Congress to Extend Temporary Protected Status for Haitian Community Members
- Nevada Man Launches Nationwide Animal Abuse Registry
- New Threat Management Workshop Brings Hands-On BTAM Training to Spokane Valley
- Star-powered Kappa Takeover Weekend Returns to the DMV June 18- 21, 2026, Hosted By Comedian Joe Clair W/ Dj Quick Silva (the Party Kingpin)
- Tacoma: Homicide Investigation – 1200 Block of South I Street
- Welfare Check Leads To Domestic Violence Arrest; Guns and Drugs Recovered At North Spokane Apartment
- Scoop Social Co. Wins The Knot and WeddingWire Awards as Brand Expands Nationwide
- Denise Murphy Lenci Promoted to Century Fasteners Corp. – General Manager, Northeast Sales
- TiNY Puts Real Pets on the Payroll for New PetArmor Campaign
- P‑Wave Classics Launches Definitive New Edition of Hannah Webster Foster's The Coquette
- Strategic Expansion with 3 New Alliances — Jefferson Beach Yacht Sales, CFR YS & flyExclusive Incentive Partnership: Off The Hook YS: (N Y S E: OTH)
- Super League (N A S D A Q: SLE) Advances AI-Driven Playable Media with AdArcade, Solsten, and Meta-Stadiums Partnerships, Plus Roblox Theatre Launch
- purelyIV Expands Concierge Wellness Platform with New IV Therapies, Memberships, and Digital Experience
- CCHR: Europe Rejects Forced Psychiatry—Landmark Vote Declares Coercive Practices Incompatible with Human Rights
- Crossroads4Hope Kicks Off Its 25th Year of Caring with the Launch of Free Breast and Colorectal Cancer Resources for Patients and Families Nationwide
- OpenSSL Corporation Advisory Committees' Elections 2026: Voting Now Open
- Good Vibes Club and Instant IP Forge Strategic Partnership to Secure IP Brand Value in a Booming Digital Economy