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.
PEOPLE WHO SAY, “IT’S ONLY MONEY” USUALLY, AREN’T SEEING THE WHOLE PICTURE.
Money represents different values for different individuals. Depending on one’s personal outlook, financial assets may be seen as freedom or security, respect or self-worth, connection to the future or a link to the past. Like the alchemists of antiquity, THE ALCHEMIA GROUP focuses on transformation – the conversion of the family’s tangible financial assets into the impact and empowerment they hope those assets have for future generations and society as a whole. Applying innovative, transformational thinking to the questions of family and wealth unlocks an array of inspiring possibilities. This discovery process yields stunning results, helping clients achieve their most deeply felt goals end empowering future generations to do great things.
We bring craft and deep experience and knowledge to our work, focusing on two areas:
GENERATIONAL WEALTH TRANSITION PLANNING AND ASSET PRESERVATION
TECHNICAL LIFE INSURANCE SERVICES
As a collaboration of several different professions, THE ALCHEMIA GROUP helps clients develop empowerment and reduce entitlement. Individuals and families who work with us have experienced:
At THE ALCHEMIA GROUP, we look forward to exploring your vision for the future, and designing estate and legacy strategies and plans that improve life for yourself, your family, and your community.