People behind the planning.

Experienced advisors and dedicated client support, focused on thoughtful strategies and long-term relationships.

Helios Private Wealth

The people behind your plan

Get to know the people bringing together wealth management, tax-aware planning, and attentive client service.

THE HELIOS TEAM

Dave Condensa

Founder and Senior Wealth Advisor

San Jose, CA

Meet Dave Condensa

Jennifer Conner

Operational Support

Brunswick, Georgia

Meet Jennifer Conner

Brett Sayers

Client Success Associate

Boise, ID

Meet Brett Sayers

Kyler Burke, TPCP®

Affiliate Wealth Advisor, Dynamis Private Wealth

Nampa, ID

Meet Kyler Burke

Mike Bargetto

Affiliate Wealth Advisor, Axiom Wealth Solutions

Phoenix, AZ

Meet Mike Bargetto

Clear Creek Financial Management

Helios Private Wealth is an independent business focused on providing tax-aware financial and investment strategies. Investment advisory services are offered through Clear Creek Financial Management, LLC, a Registered Investment Adviser. The Clear Creek team provides additional expertise and support in investment management, regulatory compliance, technology, and operations, allowing Helios to focus on delivering personalized, tax-aware strategies tailored to its clients' financial goals.