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Helmstar Wealth Management
Helmstar Wealth Management, headquartered in Boise, Idaho, is an independent fiduciary advisory firm that offers comprehensive financial planning and wealth management services to individuals, families, and non-profits. Founded by Ben Boettcher and Tom Steelman, the firm employs a collaborative team approach, ensuring clients benefit from diverse expertise across areas such as tax, estate, and investment planning. With a commitment to aligning financial strategies with clients’ life goals, Helmstar integrates specialized training like Registered Life Planner certification to provide purpose-driven advice. As of 2024, the firm manages approximately $454.8 million in assets across 1,530 discretionary accounts, reflecting its dedication to personalized and transparent financial guidance.