Carolina Foothills Chamber of Commerce

Chamber of Commerce, Columbus, Tryon & Saluda NC and Landrum SC

828-859-6236

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Alchemi Wealth LLC

Alchemi Wealth LLC

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Alchemi Wealth LLC

Categories

Financial & Investment Services/Advisors

  • 35 Pratt Street, Suite 202 , Essex , CT , 06426
  • (860) 767-7500
  • Send Email
  • http://www.alchemiwealth.com/

About

Alchemi Wealth LLC is a Registered Investment Advisor operating on Charles Schwabs investment platform. We work with our clients to identify their investment goals and objectives as well as risk tolerance in order to create aninitialportfolioallocationdesignedtocomplementtheirclientsfinancialgoalsandobjectives. EachportfoliowillbeinitiallydesignedtomeetaparticularinvestmentgoalwhichAlchemi Wealthhasdeterminedtobeappropriatetotheclients circumstances. Oncethe appropriateportfoliohasbeendetermined,we will review the portfolio and rebalance the account based upon our clients individual needs,stated goals and objectives.AWMsstrategy, generally, will be to seek to meet client investment objectives while providing clients with access to personaladvisory services

Contacts

Primary
Sarah Schweitzer

Laurie A. Tomlinson
Managing Director-Investment Adviser Representative

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  • Polk County NC
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  • Landrum SC
  • Saluda NC
  • Tryon NC



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Carolina Foothills Chamber

2753 Lynn Road
Suite A
Tryon NC 28782 (Get Directions)
828-859-6236
Email Us

Hours:
Mon - 8:30-1pm
Tues - 8:30-1pm
Wed - 8:30-1pm
Thurs - 8:30-1pm
Fri - closed
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