Charles Helme
BH Asset Management, LLC

Financial Services

You have dedicated years of hard work and unwavering commitment to building your business, and now it is time to reap the rewards. However, many entrepreneurs often overlook the critical aspect of planning for retirement and ensuring a smooth transition. A seasoned financial security advisor can provide invaluable expertise in crafting a robust business succession strategy that aligns with your retirement goals. By transforming the equity in your business into capital, you can secure your retirement funds while maintaining financial stability. At BH Asset we can guide you through tax-efficient retirement strategies, such as leveraging life insurance policies, paying yourself a salary as the business founder, or facilitating a gradual purchase of your shares by an heir. With the correct advise, you can confidently navigate the complexities of succession planning and retire with financial peace of mind.

BH Asset team of seasoned advisors, is dedicated to providing you with the highest level of expertise and personalized service. We understand that everyone's financial situation is unique, and we take the time to get to know you and your goals. Whether you're looking to grow your wealth, plan for retirement, or manage risk, our advisors are here to help you navigate the complexities of the financial world with ease.Our advisors work closely with you to develop a customized plan that aligns with your goals and risk tolerance, ensuring that you have a clear path to financial success.

At BH Asset, we bring over 30 years of experience as a trusted registered investment advisor, helping individuals and families create lasting financial security. Our mission is simple: to build, grow, and protect your wealth with a strategy tailored to your life. We start by understanding you  your goals, your dreams, and your concerns. Whether you're planning for major life events like a first home, a growing family, education, or retirement, we design a comprehensive financial plan that evolves with you. Our personalized approach considers every detail, including your risk tolerance, income needs, tax situation, and investment horizon. With BH Asset by your side, you gain a partner committed to navigating every financial milestone with confidence and clarity. Lets build your future together.

At BH Asset, we specialize in creating customized retirement planning strategies tailored to your personal goals. Whether you dream of traveling the world, leaving a lasting legacy, or simply enjoying life on your terms, we are here to help you build a future with confidence and freedom.

As a seasoned financial advisor, I am dedicated to helping you make the most of your retirement savings. If you are considering a 401K rollover, youve come to the right place. At BH Asset, we specialize in providing personalized advice and strategic plans tailored to your unique financial situation and goals. Our 401K rollover services ensure that you retain the tax advantages and continue growing your retirement savings seamlessly. We work with you to understand your aspirations, whether youre aiming for financial security, travel, or leaving a lasting legacy.

We have decades of experience in the markets managing most asset classes for both individuals and large corporations, endowments, and retirement plans.

At BH Asset, we address your needs at every stage of life, developing tailored wealth planning strategies that incorporate investment advice and solutions designed to strengthen your portfolio and preserve your legacy. BH Asset Management is committed to professionally supporting, educating, and guiding each client with informed, personalized direction. We uphold the highest standards of trust, integrity, and respect while collaborating and working together as a true partner in your financial journey.

With over 30 years of expertise, BH Asset turns your financial goals into a clear, achievable plan. We offer personalized money management built on trust, transparency, and a deep understanding of your needs  from your first home to retirement and everything in between. Partner with BH Asset and move forward with confidence.

At BH Asset, if you can envision your legacy, we have a set of solutions for you to maximize your outcomes for your family and charitable interests for generations to come. We specialize in multi-generational, sophisticated planning for business owners, professionals, and entrepreneurs that has stood the test of time, markets, and tax regimes. Unsure of the options open to you? Visit with one of our skilled advisors to discuss your objectives and explore what is available. You will be glad you did!

At BH Asset, we recognize that providing your children with a quality education is one of the most meaningful investments you can make. As both a parent and an experienced financial advisor, I am committed to designing a personalized education funding strategy tailored to your familys needs and aspirations. Our goal is to help you build the financial foundation that will open doors and create lasting opportunities for your children  while preserving your broader financial security. Partner with us to plan confidently for the future they deserve.

Families and businesses face a variety of financial and business risks. A comprehensive evaluation of your risks can lead to securing your future against the unknown and unpredictable vagaries of changing laws and regulations, the tort bar, and other threats to your business s or familys financial future. Only through a thorough examination of your situation are our experienced risk managers able to provide the advice you need to know you are covered. Reach out to us for an informed discussion today.