Alpha Wealth Strategies

Alpha Wealth Strategies is an SEC-registered investment firm providing wealth management consulting services to high-net-worth families. The firm’s two partners are a father and son team, both with lengthy financial and investment experience and credentials in the financial services industry; they are CFAs, CPA/PFSs and CFPs with 58 years of combined financial experience. The founder, Clark M. Blackman II, is also an Accredited Investment Fiduciary and Accredited Asset Management Specialist and was inducted into the NAEPC Hall of Fame as an Accredited Estate Planner (Distinguished) in November of this year.

The firm focuses on clients’ financial goals, providing highly tailored advice; every client has their own individual investment strategy and portfolio allocation.

Transparency and fiduciary responsibility are core values. The firm relies solely on fees paid by clients, having no affiliations or financial relationships with brokerage firms or insurance companies. The father-son team at Alpha Wealth Strategies goes beyond just investment advice. They provide high-net-worth families with assistance in areas such as estate planning, asset transfers to charities and future generations, and creating spending plans tailored to each family’s needs. Committed to a client-centric approach, they empower clients to make informed decisions through information and education at every step of the way, and they ensure that clients understand the how and the why of every decision.

It is very clear that these two award-winning advisers hold competency and expertise in the highest regard, demonstrated by the credentials they have earned and their long-term success in the business.

They follow an extensive onboarding process involving a series of in-depth meetings to explore a client’s financials, investment history and philosophy, risk tolerance, and long-term goals. These meetings lead to the creation of a personalized investment policy statement that will serve as a written guide for all future investment decisions. They believe client education is the single best way to avoid common investment errors.

The firm helps clients make thought-out, rational decisions that align with a customized, bespoke investment strategy. For example, Alpha Wealth Strategies was instrumental in helping an elderly widow concerned about the market’s decline late into the 2008/2009 financial crisis after her children advised her to get out of the stock market. The firm recommended involving them in the decision-making process and assumed the responsibility of educating the family on investing principles and long-term strategies. After an extensive three-hour meeting on March 9th, 2009 (yes, the very last day of the bear market), the family decided on March 10th to continue with the investment strategy. This proved to be a wise decision, as it saved them over a million dollars in losses as the market recovered throughout 2009 and beyond. This example demonstrates Alpha Wealth Strategies’ commitment to helping their clients safeguard their wealth from emotional decision-making, and assisting them in achieving long-term success.

Beyond mitigating risks through soundly diversified strategies, Alpha Wealth Strategies addresses the risks associated with custody by having clients hold assets with large, well-known publicly-held institutions that separate these assets from their balance sheet, providing a safe haven for their clients’ wealth (unlike assets held in bank or retail brokerage accounts that are subject to the claims of those firms’ creditors).

Alpha Wealth Strategies has developed operations that guide and safeguard client wealth through prudent decision-making and diligent follow-up that includes comprehensive performance reporting and extensive fund and manager reviews every quarter. These highly credentialed partners, with extensive backgrounds in accounting, tax, finance, and investing, are capable of resolving even the most complex financial situation for high-net-worth families.