Alloy Wealth Management -
Helping Clients Live Large in Retirement

Alloy Wealth Management — Retirement Planning for Living Large

Who We Are:

Based in Charlotte, North Carolina, Alloy Wealth Management is a wealth management firm dedicated to helping pre-retirees and retirees plan for the next chapter with clarity and confidence. Founded by Mark Henry, the firm works with clients across the Carolinas on the full picture of retirement readiness — income, taxes, healthcare risk, and legacy planning.

How Alloy Wealth Management Works With Clients

Rather than offering generic advice, Alloy Wealth Management builds each client's plan around their specific goals and risk comfort. That means sitting down to understand not just account balances, but family situations, healthcare concerns, and long-term wishes — then building a strategy that holds up across market cycles.

Core Services

• Retirement income and Social Security strategy
• Estate and legacy planning, in partnership with fee-based attorneys
• Independent insurance planning, including life insurance and long-term care
• Fixed indexed annuities for principal-protected retirement income
• Tax-efficient withdrawal and distribution planning

One Firm, Two Specialties

Insurance planning at Alloy Wealth Management is offered through Alloy Wealth Management Inc., while investment advisory services are provided through its affiliated firm, Alloy Wealth Holdings LLC, dba Alloy Investment Management. The two firms share common ownership and coordinate closely so clients get one unified plan rather than fragmented advice.

About Founder Mark Henry

Mark Henry founded Alloy Wealth Management to bring a more personal, planning-first approach to retirement services in the Charlotte area. Learn more about Mark Henry