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About Alloy Wealth Management in Charlotte, NC and Greenville, SC
Alloy Wealth Management is a wealth management firm serving the Carolinas, which focuses on your needs and values in insurance planning, and retirement planning. We are committed to helping pre-retirees and retirees navigate through complicated future planning decisions. Our team works with you to help create a comprehensive strategy with your goals in mind.
A Team of Financial Professionals
At Alloy Wealth Management, we understand finances can be daunting, and decisions for your future can seem overwhelming. That’s why our team is here to help you both understand, and better define, your financial goals. We have the tools and experience to provide services to suit your individual needs. As partners in your financial future, we can help you achieve the retirement you’ve dreamed of.
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Your Financial Questions Answered
Our team of financial professionals can help you address:
- Insurance principles and strategies
- Retirement insurance planning and distribution strategies
- Estate conservation issues
- Risk management
We can also answer your questions, including:
- Can I retire early?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
If these questions or any other financial questions have been on your mind, call Alloy Wealth Management at (800) 689-3935 and get answers.
WE’RE ON THE AIR
Mark Henry hosts Living Large Radio every Saturday and Sunday. He talks about helping people live an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness, and faith. The mission of Living Large Productions is to highlight the importance of a comprehensive financial plan, and to equip you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets. Each week Mark Henry discusses the latest financial news while sharing some commonsense strategies that help take the guesswork out of maximizing your retirement savings.
Listen Live Every Weekend
WBT 1110 AM/99.3 FM Saturdays (9:00am & 12:00pm) and Sundays (1:00 pm).
WORD 106.3 FM Saturdays (7:00am & 2:00 pm) and Sundays (12:00 pm).
WCRU 960 AM/105.7 FM Saturdays at 8:30am.
WGTK 94.5 FM Saturdays at 8:00pm.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
Alloy Investment management
631 Augusta St
Greenville, SC 29605
13925 Ballantyne Corporate Place
Charlotte, NC 28277
Mon-Fri: 9:00 AM – 5:00 PM
Toll-Free: (800) 689-3935
Fax: (877) 496-9797