Alchemy Wealth Management

The firm provides discretionary investment management and financial planning to individuals — including high-net-worth clients — as well as corporations, charitable organizations and employer plan sponsors. Services include ongoing portfolio management, project-based planning, and one-time written financial plans tailored to client goals and circumstances.

The firm’s investment process is grounded in Modern Portfolio Theory and, when appropriate, favors passive, asset-class-based portfolios constructed with low-cost index funds and ETFs. Accounts are generally managed on a discretionary basis with supervision tied to each client’s objectives and tax considerations, and the firm recommends independent custodians for trade execution and custody.

Distinctive features compared with many peers include a two-advisor team overseeing roughly $62 million across about 200 clients while also providing employee benefit plan advisory — a combination less common for a firm of this size. The firm discloses several operational points that prospective clients should note: it does not vote client proxies, limits custody to fee-withdrawal arrangements, and does not generate routine written reports for investment management clients; additionally, one adviser serves as a commissioned officer in the U.S. Army Reserve, which can affect scheduling and availability.