Financial Advice Hand-tailored for
Your Financial Goals
What can your money do for you? At HelmStead Wealth Management, we help you answer that question and provide you the tools, resources, and investment know-how to achieve your financial goals.
Whether you want to live a comfortable retirement, help your children pay for education, or leave a legacy that will last generations, we’ll craft a custom financial plan that’s tailored to you.
Investment
Management
Comprehensive
Financial Planning
Retirement
Planning
Estate and
Tax Review
Investment
Management
Comprehensive
Financial Planning
Retirement
Planning
Estate and
Tax Review
Our goal is simple:
We want to assist in every financial decision our clients make.
Your finances go beyond your salary, savings, and 401(k). Every choice you make has an impact on your overall financial future. Yet few people realize how their day-to-day decisions can affect their wealth.
Anyone can pick an ETF or mutual fund. But when your retirement is on the line, it’s time to hire a professional.
Comprehensive financial planning & investment portfolios
as unique as their owners.
HelmStead Wealth Management specializes in comprehensive financial planning and creating investment portfolios as unique as their owners. We design our strategies so that you can:
– Be tax efficient before and after you retire
– Have confidence during volatile market swings
– Receive a sustainable income through retirement
– Pass on your wealth to your loved ones
Would you like to learn more about how HelmStead Wealth Management can help you grow your wealth and save for the future? Contact us to schedule a complimentary review of your financial situation. Call 715-676-0171 or message us.
Travis J. Brock, CFP®
I am an independent, fee-only advisor.
This means my investment decisions are based solely upon what I think will achieve my client’s goals in the most efficient, cost effective manner.
These decisions are not influenced by proprietary products or profitable commissions. This allows me to be objective when selecting the investments that are most appropriate for each situation. Using this approach permits me to craft and follow a retirement plan with your needs at the forefront.
When I am not visiting clients or spending time in the office…
I love being outside with my wife, Sarah, our son, Maddox, and our German Shepherd, Jeda. My favorite hobbies include golf, baseball, fly fishing, and spending time in my woodshop creating furniture that will hopefully be enjoyed for many years to come.
Catch the latest news & updates:
Market Commentary | June 9th, 2025
Weekly Market CommentaryJune 9th, 2025Week in Review... The week began with the ISM Manufacturing Purchasing Managers’ Index (PMI) report on Monday, which showed continued weakness in the manufacturing sector. The index came in at 48.5 for May, slightly below April’s...
Market Commentary | June 2nd, 2025
Last week’s economic data offered a mixed view of the U.S. economy, beginning with a notable rebound in consumer sentiment. On Tuesday, consumer confidence rose sharply in May to 98 from 85.7 in April, reversing five months of declines. The improvement was driven by a significant increase in expectations for future income and business conditions. Current assessments of the economy also improved, though concerns about job availability remained.
Market Commentary | May 27th, 2025
Weekly Market CommentaryMay 27th, 2025Week in Review... Markets started last week on a quiet note but quickly shifted gears as a flurry of economic data arrived in the second half. Key reports on housing, business sentiment, and inflation expectations gave investors...
Tbrock@helmsteadmanagement.com
Office & Text: 715-676-0171
Fax: 844-521-4891
Contact Me Today For Your Financial Future
Managing your investments is critical and an important piece to achieving success throughout retirement.
9383 Stadt Road | Marshfield, WI 54449