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. Along with our entire team, Clark M. Blackman II, our founder, CEO and nationally recognized planner/advisor, works directly with every client of the firm on an intimate and on-going basis. He has over 30 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. A Texas Monthly Five Star Advisor since 2013, he is the 2015 recipient of the American Institute of Certified Public Accountants' coveted Personal Financial Planning "Distinguished Service Award" and a 2018 recipient of the American Institute of Certified Public Accountants' "Sustained Contribution Award."
Currently the firm serves families in Texas, California, Colorado, Florida, Georgia, Minnesota, North Carolina, South Carolina, and Virginia. Although the firm's primary office is in the beautiful, wooded meadow community of Cypress, Texas, our Uptown Houston meeting location (with free parking) is convenient for our River Oaks and Tanglewood clients, and for business owners and executives during the work week.
As an Alpha Wealth Strategies client you can expect:
- 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