Alloy Wealth was founded by Mark Henry. Mark and his team are committed to helping people who are planning to retire in the next decade or so, as well as those who have already retired. We are committed to helping you create a comprehensive financial strategy to achieve your goals.
Whether it’s investment management, retirement planning or financial planning, Alloy Wealth is the wealth management firm in Charlotte helping pre-retirees and retirees achieve a more successful retirement.
We help you define your financial goals, better understand financial terms and strategies, and navigate through complex decisions surrounding retirement. We have the tools and experience, and we are committed to being your partners for the long-term, so that we can help you achieve the retirement you deserve.
Our mission at Alloy Wealth is to serve you, and serve the greater community of Charlotte, North Carolina. Learn more about the ways we give back, and ask us how you can get involved: Alloy Wealth Community Causes
Founder & CEO
Director of Operations / CCO
Director of Marketing
David K. Seitzer
Investment Adviser Representative
Senior Case Manager
Director of Client Relations - Charlotte
Director of Client Relations - Greenville
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.
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