Alchemia

At the Alchemia Group we are helping our clients think & act differently in regards to their wealth and its impact on thier family - because we know it is more than just numbers and plans, it's the Balance of Art & Science with Pragmatism and Vision.

THE VALUES OF THE ESTATE

“Focus on what your client values rather than on the value of what they own” – Scott Fithian Author & Founder of The Legacy Companies (1961-2006)

Most wealth planning starts out with the question, “What is the value of what you own?”, and then takes off from there. We need a better starting point. At Alchemia our clients know we hold that any planning should begin centered on the idea that individual and family goals and ideals are what create the plan for financial assets and how they will be deployed and utilized.

When the starting points is more of a conversation about what matters to you and what you find important in life, that’s where we find more successful, meaningful plans and solutions for all involved – you, your financial assets and your family and their future.


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THE VALUES OF THE ESTATE