Financial & Investment Services/Advisors
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