About
Helix Wealth is built around independent advisory judgment, fiduciary capability, and hands-on coordination for families, executives, business owners, institutions, and family offices with complex financial lives. Independence does not eliminate all conflicts, including disclosed insurance-compensation conflicts.
Independence
Helix is designed so planning, investment management, tax coordination, estate coordination, insurance planning, and family office work can be evaluated through the same lens: what best serves the client objective, risk, timing, and implementation reality. Insurance recommendations remain subject to disclosed product-related compensation conflicts.
Fiduciary Capabilities
Helix brings planning and investment work together so advice can be coordinated, implemented, and reviewed through one accountable advisory relationship.
Advice is built around the client balance sheet, family context, institutional mandate, and decision timeline rather than a narrow product category, while disclosed compensation conflicts are managed through the fiduciary process.
The firm brings investment management, planning depth, insurance context, estate coordination, tax-aware execution, and governance support into one accountable advisory process.
Helix helps translate recommendations into coordinated action with attorneys, accountants, trustees, benefits teams, lenders, custodians, and family stakeholders.
Dipen Mehta
After three decades in the financial markets, Dipen saw that the hardest part of wealth is not a lack of information. It is knowing how the pieces fit together and what to do next. Investment decisions touch taxes, estate plans, business ownership, family priorities, liquidity, and timing. When handled in isolation, important connections can be missed.
Across a 30-year career in the financial markets, Dipen began on the floor of the Chicago Board Options Exchange (CBOE). He later spent more than 15 years running a proprietary trading company as a broker-dealer, followed by more than 10 years as a financial advisor, investment manager, strategist, and fiduciary. He founded Helix Wealth to give clients one accountable place to see the full picture, coordinate the right specialists, and follow through. Helping a client win means helping them make informed decisions and pursue defined goals, without promising a particular investment result.
"The more complex the situation, the more the client should feel the value of preparation."
Professional credentials
Dipen holds the Accredited Investment Fiduciary® (AIF®) designation and the Certified Investment Management Analyst® (CIMA®) certification. Together, they support two parts of the work: fiduciary process and standards, plus advanced investment analysis and portfolio construction.
The AIF® designation, offered by Fi360 and managed by its Center for Fiduciary Studies, focuses on the principles of fiduciary duty, standards of conduct, and a process for carrying out fiduciary responsibility.
How it is earned: Candidates complete qualifying training, pass a timed, closed-book, proctored examination, meet experience prerequisites, satisfy ethics and conduct standards, and submit the application and dues. The current exam has 80 multiple-choice questions, 70 scored and 10 trial questions, in 120 minutes, with a 70% passing score. Annual continuing education and renewal are required.
Review the official AIF® requirements and exam detailsThe CIMA® certification, administered by the Investments & Wealth Institute, is designed for financial advisors and investment consultants working with the investment-management needs of affluent and institutional clients. Its curriculum includes advanced investment topics and portfolio construction.
How it is earned: Candidates complete executive education, pass a proctored exam, document at least three years of verified financial-services experience, pass background checks, pay the initial fee, and agree to the Institute's Code of Professional Responsibility. The current exam has 110 scored multiple-choice questions plus 10 pretest questions in four hours. Renewal requires 40 hours of continuing education every two years, including ethics and tax/regulations, plus other renewal and compliance requirements.
Review the official CIMA® requirements and exam detailsCredential requirements, exam formats, and renewal standards are set by the issuing organizations and may change. AIF® and CIMA® are professional credentials; they are not government endorsements, do not guarantee investment performance or any particular outcome, and do not replace the fiduciary obligations that apply to an advisory relationship. Helix Wealth LLC is an Indiana state-registered investment adviser. Registration does not imply any particular level of skill or training. See the firm's Form ADV and advisory agreements for the terms, services, fees, conflicts, and duties that apply to a client relationship. This link opens a third-party website that is not controlled by Helix Wealth. Third-party sites may have different privacy, security, and accessibility practices, and links do not imply endorsement.
Explore
Each part of the Helix model connects to the others. Explore the advisory approach, planning philosophy, and career opportunities that shape how the firm works and who it works with.
Meet the service and technology specialists supporting a more coordinated advisory experience.
See how Helix is building a platform for advisors who want scale without shallow service.
Understand the advisory rhythm Helix uses to map, sequence, coordinate, and review decisions.
Review how insurance, tax, estate, education, and retirement planning connect to the broader plan.
Find the kind of advisors, planners, and technologists Helix is looking to build with.
Start a conversation with the firm and bring the full planning picture.
Experience
Guidance for families, executives, business owners, retirees, pre-retirees, family offices, and institutions whose financial decisions overlap.
Coordination across investment management, tax planning, estate planning, insurance planning, education planning, and retirement income decisions.
Support for investment policy, fiduciary process, governance rhythm, reporting cadence, and long-term capital stewardship.
A belief that technology should make advice more prepared, more personal, and more accountable, not less human.
Begin
Helix Wealth is designed for the conversations where planning, estate, tax, business, and investment strategy all have to meet at the same table.