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 | October 13th, 2025
The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of interpreting policy direction with limited official data, relying instead on supplemental and tangential indicators to gauge the economy’s trajectory.
Market Commentary | October 6th, 2025
Last week’s economic data painted a mixed picture of the U.S. economy.
Market Commentary | September 29th, 2025
The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s figures, suggesting some softening in forward-looking sentiment. However, with Manufacturing at 52.0 and Services at 53.9, both remain above the 50 threshold, signaling continued expansion in economic activity rather than contraction.
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