Terms Of Use
These terms apply to public website use. Advisory services, fees, duties, client responsibilities, privacy rights, and disclosure delivery are governed by applicable agreements and finalized disclosure documents.
Current public regulatory profile for Helix Wealth LLC, CRD number 343292, available through the SEC's Investment Adviser Public Disclosure system.
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.
Current ADV 2 brochure dated June 22, 2026 covering Part 2A and Part 2B information, including advisory business, services, fee types, client types, investment risks, conflicts, custody, discretion, proxy voting, financial information, and brochure supplement details.
Voluntary relationship summary dated June 22, 2026 covering services, fees, costs, conflicts, standard of conduct, disciplinary history, and questions clients can ask. Form CRS is generally required for SEC-registered advisers and broker-dealers, and Helix provides it as a supplemental reference.
Current privacy notice dated June 22, 2026 covering nonpublic personal information, permitted sharing, safeguards, Indiana privacy protections, annual updates, and office contact instructions.
Website-use terms covering informational content, no advisory relationship, third-party content, electronic communications, and limits on reliance.
Website content is provided for general informational purposes only. It is not individualized investment, tax, legal, accounting, insurance, or estate planning advice.
No content should be treated as a recommendation to buy, sell, hold, or implement any investment, insurance product, legal strategy, tax strategy, or planning technique.
Website content is not an offer to sell securities, an offer to provide advisory services, or a solicitation of an advisory relationship in any jurisdiction where Helix Wealth is not properly registered, notice filed, exempt, or otherwise permitted to provide services.
Using this website, submitting a form, or contacting Helix Wealth through the website does not create an advisory, fiduciary, client, professional, or confidential relationship unless and until a written agreement is accepted by Helix Wealth.
Helix Wealth may decline any prospective relationship and may require additional information, agreements, disclosures, privacy notices, and suitability or scope review before providing services.
Website summaries are shorter than the firm's advisory agreements, Form ADV brochure, brochure supplements, voluntary relationship summary, privacy notices, and other client materials.
If website content conflicts with a finalized advisory agreement, Form ADV, voluntary relationship summary, privacy notice, or other required disclosure, the applicable agreement or required disclosure controls.
The disclosure library holds the current public disclosure documents made available on this website and should be reviewed together with client-specific agreements and notices.
Investment and planning outcomes are uncertain. Past performance does not guarantee future results, and all investments involve risk, including possible loss of principal.
Asset allocation, diversification, planning analysis, technology-assisted research, tax-sensitive strategy, manager selection, or coordination with outside professionals cannot guarantee profit, prevent loss, reduce taxes, or ensure any legal, tax, estate, insurance, or investment outcome.
Helix Wealth may coordinate with attorneys, CPAs, tax professionals, insurance professionals, custodians, technology vendors, and other providers, but website content does not make Helix Wealth a law firm, accounting firm, custodian, broker-dealer, or tax authority.
Formal legal documents, tax filings, insurance contracts, custodial account agreements, and third-party service agreements are governed by the professionals or providers responsible for those services.
The website may reference or link to third-party websites, tools, custodians, providers, professionals, regulatory resources, or educational materials. Helix Wealth is not responsible for third-party content, availability, security, privacy policies, or services.
References to a custodian, professional, software tool, vendor, or service provider do not mean the provider is affiliated with Helix Wealth or that the provider endorses Helix Wealth.
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.
Helix Wealth may update, remove, or change website content at any time. While the firm aims to keep public website content useful and current, market, tax, regulatory, legal, and planning information can change.
Visitors should not rely on this website as their sole source for any financial, tax, legal, accounting, insurance, estate, or investment decision.
Submitting information through the website does not guarantee receipt, review, acceptance, or confidentiality until Helix Wealth confirms the communication and an appropriate relationship or confidentiality arrangement exists.
Please do not submit account numbers, Social Security numbers, passwords, tax returns, estate documents, or other sensitive information through this public form.
Website content is provided for personal, informational review. Visitors may not copy, scrape, republish, modify, reverse engineer, misuse, or interfere with the website, its content, forms, code, security features, or underlying systems.
By accessing, browsing, submitting information through, or otherwise using this website, you acknowledge that you have read, understand, and agree to be bound by these Terms of Use and the Helix Wealth Privacy Policy.
If you do not agree with these terms, you should not use the website. Helix Wealth may revise these terms at any time, and your continued use after a change is posted means you accept the updated terms.
Nothing in these Terms of Use, and nothing on this website, is intended to or shall constitute a waiver of any right or remedy that you may have under the Investment Advisers Act of 1940, the rules thereunder, applicable state securities laws, or other applicable law, and no such waiver is implied. As required by Section 215(a) of the Investment Advisers Act of 1940, any provision that purports to waive compliance with the Act or its rules is void.
These terms do not waive or limit Helix Wealth's fiduciary duty to its advisory clients, and they do not cause you to waive any non-waivable legal right, including any right of action you may have under the federal or state securities laws.
The website, including its public tools and features, is provided on an 'as is' and 'as available' basis for general website-use purposes, to the fullest extent permitted by law.
Helix Wealth does not warrant that the website will be uninterrupted, timely, secure, error-free, or free of viruses or other harmful components. This disclaimer applies to website availability and technical operation; it does not disclaim responsibility for required disclosures, material advisory statements, executed advisory agreements, or obligations Helix Wealth owes under applicable law.
To the fullest extent permitted by law, Helix Wealth and its members, officers, employees, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising solely from public website technical access, interruption, or misuse.
This limitation relates only to general website operation. It does not apply to, limit, chill, or waive any right, fiduciary duty, disclosure obligation, claim, or remedy that cannot be limited or waived under applicable law, including the federal securities laws and the Investment Advisers Act of 1940. See 'Non-Waiver Of Legal Rights' above.
You agree to be responsible for losses, costs, and expenses arising from your intentional misuse of the website, your unauthorized access attempt, your violation of these Terms of Use, or your infringement of a third-party right in connection with website use.
This indemnification provision is limited to website misuse and does not apply to, limit, chill, or waive any advisory-client right, fiduciary duty, claim, or remedy that cannot be limited or waived under applicable law.
These Terms of Use are governed by the laws of the State of Indiana, without regard to its conflict-of-laws principles, except to the extent federal law applies. Subject to applicable law and any controlling provision of an executed advisory agreement, the state and federal courts located in Indiana will have jurisdiction over disputes arising from your use of the website.
This venue provision relates to website use and does not limit any forum or remedy available to you under the federal securities laws or other applicable law.
If a concern arises from your use of the website, the firm encourages you to contact Helix Wealth first so the matter can be addressed informally and promptly.
Any dispute-resolution terms governing an advisory relationship are set forth in the applicable executed advisory agreement, which controls over this section. No provision of these terms requires you to waive any non-waivable right or remedy under the federal or state securities laws.
Helix Wealth may modify these Terms of Use at any time by posting an updated version with a new effective date. If any provision of these terms is found to be unenforceable, the remaining provisions will remain in full force and effect.
These Terms of Use, together with the Privacy Policy and any disclosures referenced here, are the entire agreement regarding your use of the public website. They do not replace, and are superseded by, any executed advisory agreement, Form ADV, voluntary relationship summary, privacy notice, or other client-specific document, which control where applicable. Helix Wealth's failure to enforce any provision is not a waiver of that provision.
These terms are website terms only. Advisory agreements, disclosure documents, privacy notices, and other client-specific materials control where applicable, and nothing here waives any non-waivable right under the Investment Advisers Act of 1940 or applicable state law.