Business Details

Alchemi Wealth LLC

9A Novelty Lane
Essex, Connecticut 06426   Get Directions

Business Hours: Mon-Fri 8am-5pm

860-767-7500

Email: sarah.schweitzer@alchemiwealth.com
Website: http://www.alchemiwealth.com

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Alchemi Wealth LLC is a Registered Investment Advisor operating on Charles Schwab’s investment platform. We work with our clients to identify their investment goals and objectives as well as risk tolerance in order to create an  initial  portfolio  allocation  designed  to  complement  their  clients’  financial  goals  and  objectives.

Each  portfolio  will  be  initially  designed  to  meet  a  particular  investment  goal  which  Alchemi Wealth  has  determined  to  be  appropriate  to  the  client’s circumstances. Once  the appropriate  portfolio  has  been  determined,  we will  review  the  portfolio  and  rebalance  the  account  based  upon  our  client’s  individual  needs,  stated  goals  and  objectives.  AWM’s  strategy, generally, will be to seek to meet client investment objectives while providing clients with access to personal  advisory services

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