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 on an intimate and ongoing 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. Accounting Today recognized him as one of the “100 Most Influential” persons in 2011. A Texas Monthly Five Star Advisor since 2013, he is a 2018 recipient of the American Institute of Certified Public Accountants’ coveted “Sustained Contribution Award.” Currently, the firm serves families in Texas, California, Colorado, Florida, Georgia, Minnesota, and South Carolina. Although the firm’s primary office is in the beautiful, wooded community of Kingwood, Texas, our Uptown Houston meeting location (with free parking) is convenient for our River Oaks and Tanglewood clients and business owners and executives during the workweek.
Become an asset in the business community
We exist to help grow business-to-business networking relationships and to enhance McGregor for all.