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, including:

Susan G. Komen

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.

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.

WES Leukemia Foundation

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. At Alloy Wealth Management, we are touched by this cause, and we contribute to it on a regular basis.

Travis Mills Foundation

The Travis Mills Foundation supports post-911 recalibrated veterans and their families through various programs that help these heroic men and women overcome physical and emotional obstacles, strengthen their families, and provide well-deserved rest and relaxation.

Travis Mills Foundation Website

Contact Us

When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. 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 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 Alloy Wealth Holdings LLC – DBA Alloy Investment Management.

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