Privacy Policy

How Helix Wealth handles personal and financial information.

This policy describes how Helix Wealth collects, uses, shares, and protects information received through the website, advisory onboarding, service relationships, and authorized professional coordination.

Privacy Policy

Helix Wealth may collect nonpublic personal information you choose to provide through website forms, phone calls, meeting requests, applications, agreements, account forms, tax records, planning documents, and other direct communications.

Information may include identifying information, contact details, Social Security number, assets, income, investment objectives, account balances, transaction history, payment history, tax documents, estate or trust information, and other information needed to evaluate, open, service, or administer a relationship.

Helix Wealth may also receive information from custodians, attorneys, CPAs, tax professionals, estate planning vendors, or other third-party vendors a client authorizes the firm to coordinate with.

Website systems may collect basic technical information such as device, browser, IP address, pages visited, referring source, and similar usage data.

Information may be used to respond to inquiries, evaluate whether Helix Wealth may be a fit for a prospective relationship, provide investment advisory, family office, planning, tax, estate coordination, insurance, or concierge services, operate the website, service accounts, process transactions, bill fees, maintain records, and meet legal or regulatory obligations.

Information may also be used to coordinate with professionals or vendors authorized by a client, including custodians, attorneys, CPAs, tax professionals, estate planning vendors, technology providers, billing platforms, compliance consultants, and other service providers involved in the relationship.

Helix Wealth does not sell personal information collected through this website.

Helix Wealth may share information with nonaffiliated third parties when permitted or required by law, when needed to process transactions or service accounts, when authorized by a client, or when a service provider performs work on the firm's behalf under confidentiality expectations.

With client authorization, Helix Wealth may share information with qualified custodians such as Charles Schwab, attorneys, CPAs, outsourced tax professionals, estate planning vendors, insurance professionals, compliance consultants, technology providers, billing platforms, or other third-party professionals involved in the client relationship.

Information may also be disclosed to regulators, law enforcement, courts, auditors, or other parties when required or permitted by applicable law, subpoena, court order, regulatory request, or similar legal process.

For Indiana residents, Helix Wealth will not disclose nonpublic personal information to nonaffiliated third parties for marketing purposes.

If a proposed information-sharing practice requires explicit consent, Helix Wealth will obtain written authorization before sharing information in that manner.

Helix Wealth uses administrative, technical, and physical safeguards designed to protect personal and financial information. These safeguards may include restricted access, secure portals, multi-factor authentication, encryption, vendor review, and confidentiality obligations where appropriate.

No website, email, portal, vendor system, or internet transmission can be guaranteed to be completely secure. Clients and prospective clients should avoid sending sensitive information through unsecured channels.

Information may be retained for as long as needed for business, service, compliance, legal, regulatory, cybersecurity, dispute-resolution, and recordkeeping purposes.

Clients may receive additional initial, annual, or relationship-specific privacy notices as required by applicable law or agreement.

If Helix Wealth makes material changes to its privacy practices, the firm will provide notice as required and may update this policy at any time.

You may contact Helix Wealth to update contact information, ask privacy questions, request a copy of the current privacy policy, or request that the firm stop using your information for non-required communications.

If a proposed information-sharing practice requires consent, Helix Wealth will seek authorization before sharing information in that manner.

The website and secure portal may use cookies, similar technologies, and basic analytics to operate the site, maintain authenticated sessions, remember preferences, support security, and understand general usage.

Most browsers let you refuse or delete cookies, though disabling cookies may affect website or portal functionality, including the ability to stay signed in. Helix Wealth does not use website cookies to sell personal information.

Some browsers offer a 'Do Not Track' setting. Because there is no common industry standard for responding to these signals, the website does not currently respond to them. Helix Wealth nevertheless limits its use of website information as described in this policy.

Where permitted and consented to, Helix Wealth may deliver privacy notices, disclosures, and other communications electronically, including by email or through the secure portal. You may request paper copies at any time at no charge and may withdraw electronic-delivery consent by contacting the firm.

Helix Wealth applies the same privacy and information-sharing standards to former clients as it does to current clients. After a relationship ends, the firm continues to protect information and retains it only as needed for legitimate business, legal, regulatory, and recordkeeping purposes.

The website and portal are intended for adults and are not directed to children under 13. Helix Wealth does not knowingly collect personal information from children through the website.

Privacy questions may be directed to Helix Wealth LLC, Attn: Dipen Kishore Mehta, Chief Compliance Officer, 15709 Whelchel Drive, Fishers, IN 46037, by calling 317-743-2748, or by emailing dipen@gohelixwealth.com.

This website summary is general. The current privacy notice PDF, advisory agreements, regulatory documents, and client-specific notices control where applicable.