We are dedicated to providing wealth management and a roadmap to retirement that is right for you and your business!

Our mission is to cut down the complexity of wealth management for individuals and organizations. We provide straightforward advice to guide you towards your goals. We support Plan Sponsors and Plan Administrators to manage group retirement plans effectively and stay in compliance. We are here to offer insights, education, and support tailored to address the needs of you and your organization now and in the future.

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Financial planning

A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Business meeting

Your partner in your organization’s retirement plan

Your business is unique. In an ever-changing world, your employees and stakeholders are depending on you. But whether you are a small business owner or a decision maker in a larger organization, navigating through the complexities of group retirement plans and other employee benefits may not be the highest and best use of your time. It is the best use of ours.

At Almacy Investments we offer services for group retirement benefit plans you can rely on. The strategies we create consider important tax implications, legal obligations, cash flow management, employee education, and - of course - we provide ongoing support for your team. Your group retirement plan is a key component of your employee benefits package and a valuable tool for employee retention. Let us help you design and manage it with intention and support for your organizational values and mission.

Our Team

Building, managing, preserving, transitioning: Wealth management for you and those you care about.

Recent Blogs

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.