Tyler Washington

Tyler Washington

Tyler Washington

Financial Advisor

With his dedication to a true client partnership, Tyler was welcomed into the Alloy Wealth Management family in 2021. He has a process and a passion for understanding the needs of his clients and building personalized wealth strategies and retirement plans. He prides himself in his ability to help his clients stick with the plan and to live in vision rather than at the mercy of circumstance. When you work with Tyler, you get more than just a financial advisor, you get a partner who will help you through the rest of your life.

Before joining Alloy Wealth, Tyler’s career in the financial services industry began in 2011 on Wall Street. He worked in New York City as an investment advisor at Edward Jones, Newbridge Securities, and Investors Capital. A graduate of Johnson & Wales University, Tyler majored in financial services and management with a concentration in investments.

In 2019, Tyler relocated to Charlotte to be closer to family after the birth of his son. Tyler and his wife, Val, spend a lot of time with family now that their son, Weston, is walking and talking and curious about everything. When not in the office or with his family, Tyler can be found golfing or running out on the open road.

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 Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years.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