Helios Wealth Advisors (HWA) is registered with the Texas State Securities Board as a Registered Investment Advisor in the State of Texas providing fee-only investment management and full service personal financial planning to high net worth individuals and families. Please contact our office to find out if we may conduct advisory business in the state where you reside.
Accordingly, HWA does not, and will not, effect or attempt to effect transactions in
securities, or the rendering of personal investment advice or financial planning advice for compensation through this website. This site is limited to the dissemination of general information on the advisor’s service offering and provides for an efficient mechanism in which a prospective client may contact the advisor. Any subsequent, direct communication with a prospective client shall be conducted by a representative of the Advisor who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.