Innovative & independent
Alchemi Wealth
What Does Alchemi mean?
The Old Model Transformed
The roots of Alchemi Wealth date back to 2018 in Boston, MA, where father-son Steven and Michael Johnson broke off from the traditional wire house model to create the next-generation wealth management firm. After almost two years of incorporating the LLC, regulatory filings, compliance oversight, building and refining the technology stack, and preparing Alchemi’s platform to scale, in 2021 we opened our flagship office in Essex, CT. Alchemi Wealth is currently managed by a team of industry veterans with a combined tenure of over 200 years of wealth management experience.
As a fully independent Registered Investment Advisory firm, Alchemi Wealth was built on leveraging cutting-edge technology paired with a high touch, client service focused model. The name, Alchemi, inspired by the Alchemists that turned raw materials into gold symbolizes our firm’s commitment to redefining wealth management with an emphasis on always putting the client first.
Who We Are
Helping You Navigate
Life's Financial Milestones
At Alchemi Wealth, communication is key. We prioritize open dialogue to understand and support the personal and family goals of our clients. Our goal is to create a sleek, classy, and welcoming environment where clients feel valued and understood. Join us in a partnership where your aspirations are at the heart of everything we do, and together, let's turn your financial dreams into reality.
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.
Working With A Financial Professional
The Richest Man in Babylon
Bridging the Confidence Gap