Founder & CEO
Mark has had the opportunity to teach people of all ages and walks of life strategies to help protect, preserve, and grow their retirement income and reduce their tax obligations.
In addition to being the founder of Alloy Wealth Management, Mark Henry is an Investment Advisor Representative with Retirement Wealth Advisors, which allows him to expand his investment management services for clients. He provides a wide range of products to his clients to help meet their retirement and investment needs. He works in sync with your CPA and estate lawyer to help create a comprehensive legacy plan that provides your loved ones with a tax-efficient inheritance.
Mark Henry is often called “Charlotte’s Wealth Coach” on the radio where he hosts a program on “Living Large Radio.” Mark says that “Retirement Is More than Just Finance,” and he hosts a show on WBT News Talk 1110 AM/99.3 FM about it. On his radio show, Mark Henry talks about helping people to live an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness and faith.
Listen to Mark Henry on Living Large Radio.
Mark is an active member of Ridge Church in Charlotte, North Carolina, where he is a group leader. His strong Christian beliefs have helped shape Alloy Wealth Management by setting principles that guide the company daily.
Mark’s oldest son, Hunter, is studying business and financial planning at Liberty University. Hunter has been involved in several mission trips and competes in Spartan Races.
Mark’s daughter, Amy, is in the ninth grade and runs for her school’s varsity cross-country team. She is very active in their church and leads a small group of fourth-grade girls.
Mark’s youngest son, Seth, is an avid car racer. He drives car #44 — the bright pink Alloy Wealth Management car — to support breast cancer research. Clients enjoy watching him race at various events around the Southeast, including The Allison Legacy Race Series and the INEX Legends Car race series. Seth won numerous races in his breakout year of 2015 and has received several Hard Charger Awards.
Alloy Wealth Management
13840 Ballantyne Corporate Place Suite 115
Charlotte, NC 28277
Mon-Fri: 9:00 AM – 5:00 PM
Toll-Free: (800) 689-3935 | Fax: (877) 496-9797
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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