Alpha Wealth Strategies is a boutique registered investment advisory firm. The firm provides investment advice and financial guidance to a small number of wealthy families who value the objectivity that comes with engaging a small, fee-only firm focused on their unique needs and concerns. Clark M. Blackman II, founder, president and nationally recognized planner/advisor, works directly with every client of the firm on an intimate and on-going basis. He has 32 years of financial, tax and investment experience working with wealthy families and successful entrepreneurs around the country; in 2004 he was recognized as one of the 100 most exclusive wealth advisors in America by The Robb Report and was on the Worth magazine list of top planners in the U.S. for all of the ten years it was published. He was recognized by Accounting Today as one of the "100 Most Influential" persons in 2011.
Currently the firm serves families in Texas, Colorado, California, South Carolina and Florida. Although the firm's primary office is in the beautiful, wooded community of Kingwood, Texas, meeting facilities in the West Loop area on Post Oak Boulevard provides easy access for clients living in the River Oaks and Tanglewood communities of Houston. A downtown office across from Discovery Green Park in Houston is convenient for business owners and executives during the work week.
What you, as a client, can expect from Alpha Wealth Strategies:
To command the time and attention of one of the premier wealth advisors in the country
To be constantly and consistently treated with respect and professional courtesy
To have your time, concerns, needs and personal requirements made a top priority, whenever the need arises
To know your advisor will be intimately familiar with your personal situation and will be knowledgeable and experienced in the investment and planning strategies employed
Alpha: a statistical measure of value received in excess of value expected
4582 Kingwood Drive
Suite E, #125
Kingwood, TX 77345
Ph 281.360.6671 Fax 281.361.6673