Innovation Meets Wealth Management

We deliver comprehensive investment advice, objective solutions and a wealth management approach tailored to each client’s financial needs and goals.
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Technology

Alchemi Wealth advisors have access to a fully integrated technology stack consisting of leading financial softwares. We offer 24/7 support to both advisor and client, allowing advisors to prioritize existing clients and focus on growing their practice.

Integrity

As fiduciaries on an independent platform we are held to the highest of investment standards and always act in the best interest of our clients.

Open Architecture

As an open architecture investment platform we have no firm limitations which allows our advisors to take a holistic approach to wealth management. With access to a large array of investment vehicles through Charles Schwab we are able to take an unbiased approach while providing top tier investment solutions to clients.

Alchemi Wealth offers financial planning as part of our investment management services for our clients. Financial planning will take into account information collected from the client such as financial status, investment objectives, tax status, and financial resources among other data. Financial Planning includes reviews and recommendations on any or all of the following areas depending on the Client’s circumstances.

At Alchemi Wealth our core belief as fiduciaries is to always act in the best interest of our clients.

OUR TEAM

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Steven J. Johnson
CEO
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Michael S. Johnson
President
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Philip B. Reynolds
Investment Adviser Representative
Managing Director
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Laurie A.Tomlinson
Investment Adviser Representative
Managing Director
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Sarah A. Schweitzer
Associate Marketing Manager