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VESTIA PRIVATE WEALTH ADVISORS PROMOTES KAMERON HELMUTH, CFP®, CHFC® TO PARTNERS
Helmuth leads the orthopedic surgery practice group and is the firm’s seventh partner.
Vestia Personal Wealth Advisors, a firm helping high-caliber physicians achieve significant wealth, today announced the appointment of Cameron Helmuth as the firm’s seventh partner. Helmut joined Vestia in 2019 and leads the orthopedic surgery practice group. Today, the firm has approximately $500 million in assets under management (AUM) and counts more than 500 physician families as clients.
Helmut, 33, co-authored the e-book 5 Financial Burdens for Orthopedic Surgeons Today and co-hosts the Doctors Eyes Only podcast with Vestia partner and CFP® CEO Lauren Osshman, who was appointed to the role in April of this year. Helmuth also appeared on The Ortho Show to discuss cryptocurrencies and digital assets and their role in client portfolios.
Vestia, an independent consulting firm with 21 employees, specializes in delivering specialized financial planning and investment management solutions to high net worth physicians, primarily orthopedic surgeons and female physicians. The firm’s client-focused niche focuses on overseeing all aspects of physicians’ financial lives, including offering specialized planning and investment opportunities.
“Since joining, Cameron has accelerated the growth of our orthopedic surgeon practice and created comprehensive, customized plans to balance the financial lives and interests of our specialty physician clients, and we are excited to promote him as a Partner,” said Oschman. “Even in this difficult environment, Vestia’s revenue has grown by around 10% year-to-date, despite market volatility, and it has played a key role in contributing to this success. Cameron leads from the front and his dedication and passion for achieving the best financial results for our clients reaches every corner of our firm.”
“I am proud to become a Vestia partner, sharing my commitment to the orthopedic surgeons we serve,” said Helmuth. “I joined Vestia a few years ago because their approach to financial advice recognizes the present while also planning for the future, and I was impressed by that. I look forward to the continued growth of the firm, including the potential to launch additional verticals, as we continue to execute on our firm-wide goals and objectives.”
In addition to leading practice groups focused on orthopedic surgeons and female physicians, Vestia is exploring verticals for military physicians, urologists, and anesthesiologists.
The new season of Vestia’s Doctors Eyes Only podcast launched today and is available on all popular podcast platforms. Dear Brian D. Join us for a special episode featuring Springer, MD.
For more information about Vestia and its approach to financial planning and investment management, visit vestiaadvisors.com.
About Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors has nearly 150 collective years working with specialized practitioners and understands that growing wealth is only one part of the equation. We believe that wealth only matters as part of the bigger picture and that life happens now. By starting with what’s important to our clients, we develop a fully customized plan to balance current desires and future goals. We call this “Critical Wealth”. Vestia Personal Wealth Advisors is an investment advisor registered with the SEC. Ausdal Financial Partners, Inc. securities offered through, 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326-2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Pension Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. companies are independently owned and operated. For more information, visit vestiaadvisors.com, write to us or connect with us on LinkedIn.