Secure Your Legacy
Innovation Meets Wealth Management
Experience a personalized approach that transforms traditional financial strategies into dynamic solutions tailored to your unique goals.
Who We Help
Guiding Every Stage of Your Financial Journey
We cater to a diverse range of clients, each with unique financial needs.
Young Professionals Just Getting Started
Providing foundational guidance for financial stability, savings strategies, and early investment opportunities.
Families Planning for the Future
Offering tailored advice on education savings, wealth accumulation, and family financial security.
Pre-Retirees and Retirees
Crafting strategies for income distribution, asset preservation, and legacy planning in later life stages.
Hear From Our Clients
“The magic of working with the team from Alchemi Wealth is their communication skills and responsiveness. They frequently check in to keep us updated on the market trends and how our portfolio is doing. They are totally informed about their client's needs and preferences.”
- Jackie*
“Everyone from financial manager to staff is very accessible and excellent with follow through. Questions or thoughts that I communicate through phone call or email are responded to in a timely manner. A thorough lifespan report was prepared based on information that I provided to inform financial strategies and needs going forward. My financial manager has advised me well in terms of my financial wellbeing and future and offers an objective and knowledgeable perspective relative to my stated goals.”
- Beth*
“My 2.5 years with Alchemi has been great. Sarah has been on top of any issues with my account, usually before I am aware. She is a pleasure to talk to, and it is easy to see, she has a genuine care for all of Alchemis clients!”
- Ethan*
“I recently started my investment journey with Alchemi a few months ago and it has gone exceptionally well! Mike is very responsive and always gives updates on my accounts and what’s happening in the markets.”
- Clark*
"Mike and his team have been a great financial support over the years. He’s always responsive, takes the time to explain things clearly, and genuinely looks out for his clients. Coming from a competitor, the hands-on approach is incredibly comforting and helpful. Would recommend Mike, the team and Alchemi to anyone who asks."
- Nick*
“In an era when excellence in customer service is a rarity , Bonnie exemplifies excellence. I have known and been a recipient of this excellence for 30 plus years. She has become a trusted member of my team when dealing with my investments . She is always friendly, polite and ‘ on her game.’ I could go on, but there is no other way to say it, she is the gold standard.”
- Greg*
What We Do
Empowering Your Financial Future
Planning for retirement, gift-giving, and establishing a family legacy can often feel overwhelming. Our mission is to alleviate the stress associated with the unknown by offering tailored strategies that address your unique needs. We strive to provide a sense of security, guiding you with expertise and care toward achieving your financial aspirations.
How We Help
Comprehensive Solutions for Your Financial Needs
Our approach is centered around providing personalized strategies that address your specific financial goals and challenges. We offer a range of services designed to support you through every financial milestone.
Making a Financial Plan
Making a Financial Plan
Designing a roadmap to support your retirement goals and lifestyle expectations with tailored financial strategies.
Leaving a Legacy
Leaving a Legacy
Structuring meaningful legacy plans and gift-giving strategies that align with your values and financial objectives.
Investment
Investment
Crafting diversified portfolios to align with your financial goals and risk tolerance for long-term growth.
Saving for College
Saving for College
We offer solutions to help you save for education expenses and secure your children’s academic future.
Budgeting
Budgeting
Providing guidance on creating effective budgets that reflect your income, expenses, and savings goals.
Risk Management
Risk Management
Implementing strategies to assess and mitigate potential risks, protecting your assets and financial stability.
Free Quiz
Every Decision You Make Today,
Can Move You One Step Closer To Your Goals.
Who We Are
Your Trusted Financial Partners
With decades of experience, we are dedicated to building lasting relationships that prioritize your financial well-being. Our team is committed to providing innovative and personalized solutions so that your financial journey is both rewarding and secure.

Insights
Our Resources
Sharpen your financial knowledge by exploring our resource page, which includes articles, blogs, and tools.
Monthly Webinars
Join our monthly educational webinars for expert insights, practical strategies, and industry knowledge to empower your financial growth and success.
Our Events
Explore Alchemi Wealth’s past and upcoming events to see what we're up to – click here for more details.
Our Process
A Crafted Path to Financial Success
Step 1
Discovery and Understanding
Engage in an initial meeting to listen to your goals and address your concerns.
Step 2
Strategic Planning
Develop a tailored financial plan to guide your journey toward achieving your financial objectives.
Step 3
Ongoing Support and Adjustment
Regularly check in monthly to review progress and adjust your plan as needed.
Contact Us
Let’s Get Started
Schedule an introduction meeting with us and get started on your journey.