About Alloy Wealth Management
Alloy Wealth Management is a Charlotte, North Carolina-based wealth management firm founded by Mark Henry to help pre-retirees and retirees navigate the financial decisions that matter most in the years surrounding retirement. Headquartered in the Ballantyne area of Charlotte, Alloy Wealth Management serves clients throughout the Carolinas with a focus on retirement income planning, estate planning, tax strategy, and insurance-based solutions.
Our Approach
At Alloy Wealth Management, the guiding philosophy is straightforward: retirement planning should be built around a client's actual goals, risk tolerance, and family circumstances — not a one-size-fits-all model. The team at Alloy Wealth Management works directly with clients to build a comprehensive strategy that addresses income planning, tax exposure, healthcare and long-term care risk, and the eventual transfer of wealth to the next generation.
What Alloy Wealth Management Offers
Alloy Wealth Management provides a full range of retirement-focused services, including
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Building sustainable, tax-advantaged income strategies, including Social Security filing guidance and Required Minimum Distribution (RMD) planning.
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Coordinating with fee-based attorneys to help clients put wills, trusts, and healthcare directives in place, and keep them updated over time.
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Independent access to a wide range of carriers, including life insurance, annuities, and long-term care solutions.
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Guidance on principal-protected products designed for clients seeking guaranteed, non-correlated retirement income.
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Proactive strategies to help manage the tax impact of retirement income and required distributions.
A Family of Affiliated Firms
Alloy Wealth Management Inc. provides insurance services, while investment advisory services are offered through its affiliated firm, Alloy Wealth Holdings LLC, dba Alloy Investment Management. Both firms are affiliated by common ownership and work together to provide clients of Alloy Wealth Management with a coordinated approach to retirement income, insurance planning, and investment management.
Leadership
Alloy Wealth Management was founded by Mark Henry, who leads the firm's approach to retirement and estate planning for clients across the Carolinas.