An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

Business Owners

Business Owners

07/09/2021
Unique solutions for business owners and entrepreneurs.
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Corporate Executives

Corporate Executives

07/08/2021
Helping you manage your financial success
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Families & Individuals

Families & Individuals

07/07/2021
A pragmatic approach to wealth management
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Eric Cornell headshot

Eric M. Cornell

CFP®, CRPC®, APMA®, ChFC® Branch Owner, HWM Private Wealth Advisor, RJFS
Chris Knapp Bio Image

Chris

Knapp, CFP® Partner, HWM Wealth Management Advisor, RJFS
Melissa Montalvo bio image

Melissa

Montalvo, CFP® Financial Advisor, RJFS
Patrick Shea headshot

Patrick E.

Shea, CRPC® Private Wealth Advisor
Margaret Scaparotti headshot

Margaret

Scaparotti Director of Operations, HWM Branch Associate, RJFS
Josefine Troneby headshot

Josefine A.

Troneby Client Service Associate
Alana Cornell headshot

Alana

Cornell Marketing Director, HWM Branch Associate, RJFS
John Nelson headshot

John

Nelson Registered Client Service Associate
Katherine Jones

Katherine

Jones Client Service Associate
Michelle Brown bio headshot

Michelle

Brown Public Relations
Joe Rice Bio Image

Joseph C.

Rice, CPFA™ Wealth Manager
Price is what you pay. Value is what you get.
Warren Buffett
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Helius Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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