Helios Private Wealth is an independent business providing financial and tax strategies. Investment advisory services offered by Helios are provided through Clear Creek Financial Management, LLC, a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place.
This website is for general, educational purposes only. It does not constitute individualized investment, tax or legal advice, does not take your specific situation into consideration, and is not an offer or solicitation for the sale or purchase of any security or investment strategy. Offers are made only by private placement memorandum to accredited investors, which should be reviewed carefully before investing. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results.
Strategies referenced may involve alternative investments, including direct oil and gas drilling funds, Qualified Opportunity Funds and 1031 exchange structures, which are speculative, illiquid and involve substantial risk, including first-year general partner liability and the possible loss of your entire investment. They are suitable only for accredited investors who can bear that risk. Neither the Securities and Exchange Commission nor any state regulator has passed on the merits of any offering referenced here.
Hypothetical examples are illustrative only, are not projections or guarantees, do not reflect any actual investor's results and rely on assumptions that may not occur; actual results may differ materially. Tax outcomes depend on each client's individual facts and current federal and state tax law, which may change. Consult a qualified tax professional before implementing any strategy discussed here.
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