Financial Advisors
Charlotte, NC
Alloy Wealth Management is a Charlotte-based wealth management firm founded by Mark Henry, a seasoned financial professional with 30+ years of experience. The firm specializes in comprehensive retirement planning, insurance strategies, estate conservation, and risk management for pre-retirees and retirees across the Carolinas. Mark Henry is widely recognized for his financial education work, hosting the weekly Money Matters segment on WCNC Charlotte and Living Large Radio, bringing practical guidance to complex financial topics like market volatility, longevity risk, and healthcare costs.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, individuals concerned about market volatility and longevity risk, families planning estates and insurance strategies
Service area: Charlotte, North Carolina and the Carolinas
Founder & Media Presence: Led by Mark Henry, who hosts Living Large Radio and appears on WCNC Charlotte's Money Matters segment, bringing expert financial education directly to consumers and simplifying complex retirement topics.
Comprehensive Retirement Focus: Specializes in written comprehensive plans addressing modern retirement challenges including market volatility, longevity planning, and healthcare cost management for pre-retirees and retirees.
Free Assessment Tools: Offers free online risk tolerance and legacy readiness assessments to help clients understand their financial situation before scheduling a consultation.
Address: 13925 Ballantyne Corporate Pl #190, Charlotte, NC 28277
Phone: (800) 689-3935
Website: alloywealth.com
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