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Alloy Wealth Management


  • Alloy Wealth Management is a premier wealth management firm,

    About Us

    At Alloy Wealth Management, we understand finances can be daunting and decisions for your future can seem overwhelming. That’s why our team is here to help you understand, and better define, your financial goals. We have the tools and experience to provide services to suit your individual needs. As partners in your financial future, we can help you achieve the retirement you’ve dreamed of.

    We Can Help

    Our team of financial professionals can help you address: investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management.
    We can also answer your questions, including:

    • Can I retire early?
    • Are my investments working hard enough?
    • What’s the best approach for college savings?
    • What are the elements of a sound estate strategy?
    • Do I have enough life insurance for my family?

    serving the Charlotte, N.C. area, that focuses on your needs and values in financial planning, retirement planning, and investment management. We are committed to helping pre-retirees and retirees navigate through complicated future planning decisions. Our team works with you to help create a comprehensive financial strategy to achieve your goals.

  • OUR TEAM

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  • MARK HENRY, CEP

    Founder & CEO

    Mark Henry, CEP, has more than 30 years of experience in business and finance. Mark believes in living a life built on serving others. He says, “If you help others get what they want first, you will get more of what you are looking for.” Mark has had the opportunity to teach people of all ages and walks of life strategies to help protect, preserve, and grow their retirement income and reduce their tax obligations. Mark is an Investment Advisor Representative with Retirement Wealth Advisors, which allows him to expand his investment service. He provides a wide range of products to his clients to help meet their retirement and investment needs. Mark is also a Certified Estate Planner. This certification allows him to work in sync with your CPA and estate lawyer to create a comprehensive legacy plan that provides your loved ones with the most tax-efficient inheritance. Mark is an active member of Ridge Church in Charlotte, North Carolina, where he is a group leader. His strong Christian beliefs have helped shape Alloy Wealth Management by setting principles that guide the company daily. Mark’s oldest son, Hunter, is studying Business and Financial Planning at Liberty University. Hunter has been involved in several mission trips and competes in Spartan Races. Mark’s daughter, Amy, is in the ninth grade and runs for her school’s varsity cross-country team. She is very active in their church and leads a small group of fourth-grade girls.

    Mark’s youngest son, Seth, is an avid car racer. He drives car #44 — the bright pink Alloy Wealth Management car — to support breast cancer research. Clients enjoy watching him race at various events around the Southeast, including The Allison Legacy Race Series and the INEX Legends Car race series. Seth won numerous races in his breakout year of 2015 and has received several Hard Charger Awards.

  • ERICA ELLIOTT

    Director of Operations

    Prior to joining Alloy Wealth, Erica was employed in the insurance business where she obtained a wealth of knowledge of the insurance industry, carrier nuances and their procedures, and what it takes to assist clients. She was also a teacher for many years. Erica serves as the Director of Operations for Alloy Wealth Management. In this capacity, she supervises the day-to-day workflow of all locations. She ensures new business is processed in a timely fashion in accordance with carrier guidelines. Erica also collaborates with Mark to create policies and procedures for Alloy Wealth. She also coordinates all travel and events. Her attention to detail and commitment to providing exceptional customer service are just some of her strengths.

    Erica graduated with honors from Gaston College and Belmont Abbey College. She earned a Bachelor of Arts degree and an associate degree. In her spare time, Erica enjoys spending time with her husband and three children.

  • ASHLEY ELLIOTT

    ACCOUNTS MANAGER

    Ashley serves as the Accounts Manager for Alloy Wealth Management. Ashley’s Accounting and Business experience make her an asset to Alloy Wealth Management.

    Ashley graduated from N.C. State University with a Bachelor’s Degree in Sports Management. She is currently working on her second Bachelor’s Degree in Accounting. She will sit for the CPA Exam upon graduation. In her spare time, Ashley enjoys doing events for her online store, BoHo-tique and spending time with her family.

  • MARLA BASWELL

    MARKETING & SPECIAL PROJECTS

    For three years, Marla has provided exceptional customer service while a part of the Event Staff for Alloy Wealth Management, taking care of the guests and ensuring all events run smoothly.

    Marla graduated from Appalachian State University with a bachelor’s degree in Communications. She is very active at Ridge Church and enjoys spending time with her husband.

  • ANGIE BROWN

    MARKETING & SPECIAL PROJECTS

    Since 2011, Angie’s excellent customer service skills have made her an exceptional asset to the Event Staff at Alloy Wealth Management. In her role, she is responsible for ensuring seminars and workshops run smoothly and also collaborates with Erica and Mark in the execution of financial seminars. Angie is very active at Ridge Church and enjoys spending time with her husband and four children.

  • CHARLOTTE BERRY

    EVENT STAFF

    Charlotte’s business experience and customer service skills have been of great benefit to Alloy Wealth Management’s Event Staff.

    She graduated from Converse College with a double major in Mathematics and Business, and, in her spare time, she enjoys cooking, reading, traveling, and spending time with her husband and three children.

  • LAURA WOOD ROTHERT

    EVENT STAFF

    Laura’s background in sales, attention to detail, and notable customer service skills are just some of the strengths she brings to the Alloy Wealth Management Event Staff.

    Laura graduated from the University of Mobile with a bachelor’s degree in Sports Medicine. She is very active at Ridge Church, volunteers with Beds for Kids, and enjoys spending time with her husband and two children.

  • CASSANDRA HUTTON

    EVENT STAFF

    Cassandra’s past experience in recruiting and sales is integral to the Event Staff at Alloy Wealth Management.

    Cassandra graduated from Lebanon Valley College with a bachelor’s degree in English and American Studies. She enjoys creating DIY projects and spending time with her husband and two children.

  • CRYSTAL MITCHELL

    EVENT STAFF

    Crystal serves on the Event Staff for Alloy Wealth Management. Crystal’s customer service skills have made her an exceptional asset to Alloy.

    Crystal graduated with her BSN and worked as a labor and delivery nurse. In her spare time, she enjoys playing volleyball, training for her first half marathon and spending time with her husband and three children.

  • RETIREMENT
    PLANNING

    ESTATE
    PLANNING

    INVESTMENT
    MANAGEMENT

    INSURANCE
    SERVICES

    FIXED INDEXED
    ANNUITIES

    TAX
    PLANNING

    Services

    Learn all the ways we can help you reach your financial goals.

  • RETIREMENT PLANNING

    Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, personal savings, and investments may play a role. At Alloy Weealth Management, we’ll help you design a comprehensive plan to help grow, preserve, and protect your hard-earned assets to ensure you have an income for life.

  • ESTATE PLANNING

    Effective estate management enables you to manage your affairs during your lifetime and helps ensure your legacy is efficiently passed on to the ones you

    love. With a legacy plan, you can outline your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. You can also designate someone to manage your financial affairs should you be unable to do so.

  • INVESTMENT MANAGEMENT

    Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that best reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help take the guesswork and emotion out of investment decisions.

    At Alloy Wealth Management, we provide WealthGuard to our clients as a measure of added protection for your investments. As an WealthGuard-equipped advisor, we can help you navigate the ever-changing market.

  • INSURANCE SERVICES

    A sound insurance strategy can help protect your family from the financial consequences of challenging life events. Our insurance services include personal insurance, liability insurance, and life insurance.

  • FIXED INDEXED ANNUITIES

    A Fixed Index Annuity combines the traditional value of guarantees, with the opportunity to earn more interest than a traditional deferred annuity. It’s main feature guarantees that your money will never be lost, or go down in value, and your gains are locked-in each year. It is a safe money product backed by the financial strength of the insurance carrier guaranteeing safety, income, liquidity, and tax deferral. The interest earned can be substantially higher because it ties the interest (return) to an external market index. This product was developed as an alternative to traditional savings vehicles because of it’s ability to provide greater returns. In addition, it’s useful for those who are adverse to risk in the stock market. A fixed indexed annuity is not an investment. A fixed indexed annuity is a contractually guaranteed transfer-of-risk strategy, and a non-correlated asset. Please note: A Fixed Annuity should not be confused with a Variable Annuity. Variable Annuities are securities, sold by prospectus, and you can lose your money because you carry the risk of its performance. A Fixed Indexed Annuity is not a security, and therefore, your principal and earnings are guaranteed to never lose value.

    Fixed Indexed Annuity payments and guarantees are dependent upon the claims paying ability of the insurance carrier.

  • TAX PLANNING

    As a part of a comprehensive financial approach, we offer tax strategies and tax bill management to our clients. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.

And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop-loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured or assets will be traded or liquidated the same day the WealthGuard™ value is reached, due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

At Alloy Wealth Management, we believe in supporting our community and the world around us. Whether through our time or donations, our team is committed to making a difference. We support a wide range of causes.

cancer

Susan G. Komen is well known for the pink ribbons that have swept the nation. The Komen foundation has two main goals – to save the lives of those affected by breast cancer, and to end breast cancer forever. Through education, support research, financial grants, and emotional assistance, the Susan G. Komen foundation offers resources to women and men across the country who are affected by breast cancer.

Seth Henry and Susan G. Komen

At Alloy Wealth Management, we believe in the Komen foundation’s mission. That’s why, Mark’s son, Seth Henry drives a pink and black Alloy Wealth Management #44 car in his competitive races. While only 12 years old, Seth has a growing racing career, traveling across the southeast and winning several races and awards. His car proudly supports breast cancer research.

komen.org

The When Everyone Survives Foundation is a nonprofit charity established by the Smith family after their 22-year-old son, Wes, succumbed to leukemia in 2005. The Foundation’s primary purpose is that of collecting and distributing funds for leukemia research.

wheneveryonesurvives.org

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Alloy Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The specialized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Copyright 2016  | All Rights Reserved


Category: Wealth management

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