Steadfast Financial Services

Alchemi Wealth, LLC provides investment management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, corporations, and charities. The firm offers both discretionary and non‑discretionary portfolio management and delivers written financial plans and targeted planning projects based on client information.

The firm constructs customized portfolios using individual stocks and bonds, exchange‑traded funds, and mutual funds, employing both long‑ and short‑term trading and periodic rebalancing to client objectives. Its investment process draws on multiple analytic methods (charting, cyclical and technical analysis, fundamental and quantitative analysis, and modern portfolio theory) and the firm states it acts as a fiduciary when advising clients.

A disclosure in the brochure notes a 2019 regulatory order involving a principal that required retention of an independent compliance consultant related to a prior firm, an item that is uncommon among peers. The firm also highlights several operational features that stand out for a small adviser — use of an account‑aggregation/held‑away management tool (Pontera), referral arrangements with SmartAsset, and access to model portfolios and commentary from an ETF sponsor (Clough Capital) — and it generally does not accept proxy‑voting authority.