9A Novelty Lane
Essex, Connecticut 06426 Get Directions
Business Hours: Mon-Fri 8am-5pm
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