Impacting Lives Through Principled Stewardship
Impacting Lives Through Principled Stewardship
Our firm is an independent, privately-owned company based in Winston-Salem, NC, serving individuals, institutions, foundations, and other investment advisors.
Our purpose is to help you achieve your financial objectives through prudent investment allocations and strategic financial planning.
Our vision is to positively impact your life, and those you love, through principled financial stewardship.
Our process is clearly defined, disciplined, and repeatable, enabling us to deliver value predictably through time.
Our firm is an independent, privately-owned company based in Winston-Salem, NC, serving individuals, institutions, foundations, and other investment advisors.
Our purpose is to help you achieve your financial objectives through prudent investment allocations and strategic financial planning.
Our vision is to positively impact your life, and those you love, through principled financial stewardship.
Our process is clearly defined, disciplined, and repeatable, enabling us to deliver value predictably through time.
OUR TEAM
Cassia Capital Partners is a team of investment strategists and financial planners offering clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives. We deliver our investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting.
Cassia Capital Partners is a team of investment strategists and financial planners offering clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives. We deliver our investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting.
Jay Helvey, CIO
Partner, Advisor
p 336.723.4585
c 336.362.1413
f 336.631.9377
Shay Heckard, CPA
Senior Operations Administrator & Controller
p 336.723.4585
c 336.251.4640
f 336.631.9377
Charlie Barham, CCO, CFP®
Partner, Advisor
p 336.723.4585
c 919.449.8817
f 336.631.9377
Jane Harper
Client Service Manager
p 336.723.4585
c 336.972.6331
f 336.631.9377
Andrew Miller
Advisor
p 336.723.4585
c 419.360.1177
f 336.631.9377
Highly valued by commodity traders in times past, cassia was a precious spice. Indeed, the careful appointment and allocation of this spice is recorded in the Bible as one of four carefully balanced ingredients that went into the anointing oil.
Jay Helvey
Advisor, Partner
p 336.723.4585
c 336.362.1413
f 336.631.9377
Charlie Barham, CFP®
Advisor, Partner
p 336.723.4585
c 919.449.8817
f 336.631.9377
Shay Heckard, CPA
Senior Operations Administrator & Controller
p 336.723.4585
c 336.251.4640
f 336.631.9377
Andrew Miller
Advisor
p 336.723.4585
c 419.360.1177
f 336.631.9377
Highly valued by commodity traders in times past, cassia was a precious spice. Indeed, the careful appointment and allocation of this spice is recorded in the Bible as one of four carefully balanced ingredients that went into the anointing oil.