Too often, people face their most critical financial challenges when they’re least able to think clearly and make informed decisions.

At Lathrop Helmers Wealth Management, we believe the true measure of a wealth advisory team is “being there” for clients with sensible, timely and caring financial advice and guidance – the kind that can spell the difference between a client feeling stuck and feeling optimistic.

Each of us – Philippe Lathrop, Vice President and Julie Helmers, Managing Partner, – is not only a highly experienced and knowledgeable financial advisor.  We see ourselves as “life advisors” with a proud track record of helping clients who encounter difficulties, and helping them prepare in advance, for likely (and unlikely) circumstances.

Over the years, we’ve honed a “hands-on, hands-held” approach in which frequent contact with clients (both spouses, whenever possible) has resulted in friendly and familial relationships. In addition, our ability to focus attentively on a client when their life is in motion has led to a growing, referred clientele – women and men recently widowed, divorced, changing jobs, and retired, along with members of their extended families.

Our clients are individuals whom we admire. Their successes are noteworthy professionally and for striving to assist people and causes around them. We invite you to join them – to discover how our distinct level of service can help you enhance a lifestyle, create a legacy, or simply move forward when small, unhurried steps can mean the world.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.