Alchemi Wealth, LLC

Steven Johnson is a financial advisor with Alchemi Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services and currently serves as Managing Partner of Alchemi Funds Management Group, where he provides input on capital allocation to start-up companies. In addition, he is involved as a managing director at Alchemi Capital LLC, which supports start-up and early-stage companies with digital resources. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities, utilizing a variety of analytical methods and both long- and short-term trading strategies. The firm offers customized portfolios and manages held-away retirement-plan assets through an account-aggregation service.

Michael Johnson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Alchemi Wealth, LLC. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC, as well as experience in education at Loomis Chaffee School and Fairfield University. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities. The firm employs a variety of analysis methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Stephen Jordan is a Series 65-licensed advisor at Alchemi Wealth, LLC with four years of industry experience. He has previously worked at Financial Resources Group, LLC, William Raveis Real Estate, and Churchill Asset Management. In addition to his advisory role, he is a licensed insurance agent in Glastonbury, CT. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analysis methods and implements portfolios through individual securities, ETFs, and mutual funds, offering both long- and short-term trading strategies with regular portfolio reviews.

Philip Reynolds is a financial advisor at Alchemi Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Reynolds is also licensed as an insurance agent specializing in life, accident, health, variable life, and variable annuity products. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a combination of analytical methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Alchemi Wealth provides discretionary investment management and financial planning to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and offers management of held-away retirement-plan assets through an account-aggregation service.

Laurie Tomlinson is a financial advisor at Alchemi Wealth, LLC with 40 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Alchemi Wealth provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm uses a variety of analysis methods to build customized portfolios and supports financial planning with RightCapital software.