Chaz Hammond

Chaz Hammond

Chaz Hammond

Financial Advisor

Helping people build financial plans is not just a job for Chaz Hammond-it’s a passion. Chaz has seen how money impacts multiple areas of people’s lives, and when you meet with him about your finances, he comes prepared with an open mind to listen and get to know you. When building-out financial plans, he sets about the process with integrity and enthusiasm, his goal being to help you feel prepared and excited about retirement. He takes great pride in his ability to educate others about the best financial strategies to help them achieve their goals. He joined Alloy Wealth to be part of an independent firm, held to a fiduciary standard, that feels like family and is proud to serve alongside a team of professionals that supports its clients every step of the way-before and during retirement.

Before joining Alloy Wealth, Chaz served for over three years as a financial adviser at Equitable Advisors in Charlotte. He earned a Bachelor’s in Finance and Banking from Appalachian State University. A mentor in the Charlotte community, he serves as a volunteer tutor to elementary students in math with Heart Math Tutoring, a nonprofit organization dedicated to giving young minds a strong foundation in math through one-on-one coaching.

Chaz is married to Anna, and together they have a daughter, Elizabeth. When not in the office or performing superhuman feats as “Dad,” Chaz can be found working out, visiting the mountains, or spending time with friends.

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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 Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years.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 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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