Aldrich Wealth

Protecting and growing your financial assets for the future.

Our professionals understand what it takes to manage wealth in a complex global economy. We help our clients protect and grow their financial assets for tomorrow by enabling them to make careful financial decisions today.

Protecting and growing your financial assets for the future.

Our professionals understand what it takes to manage wealth in a complex global economy. We help our clients protect and grow their financial assets for tomorrow by enabling them to make careful financial decisions today.

SOUND ADVICE

Your goals are our goals.

We take an integrated approach to financial planning, investment management and tax services.

Talk with us today
Private Wealth

Growing your assets for tomorrow by making intelligent financial decisions today.

We are uniquely positioned to help you make consistently wise financial decisions and provide strategies and solutions that will lead to success.

Insights + Articles
Photo of blue mountains with the sun peaking out the top of snow capped Mountains, overlooking a lake surrrounded by pine trees in Oregon, where Aldrich Wealth provides wealth, individual, and corporate retirement plan services.

Aldrich Wealth Named One of NAPA’s 2026 Top Defined Contribution Advisor Teams

Mount Hood sunset over the water, with grass and trees surrounding the lake, in Oregon, where Casey McKillip, a 2026 NAPA Top Retirement Plan Advisors Under 40, and Aldrich Walth's Lead Retirement Plan Consultant is based out of.
Aldrich Wealth’s Casey McKillip Named to NAPA’s 2026 Top 100 Retirement Plan Advisors Under 40 List
Oregon, buildings, waterfront, sunset
The Oregon Disconnect: How SB 1507 Impacts Private Companies
Person looking at stock market on phone and computer
When Stress Arrives: Gold Shows Up, Bitcoin Has Not Yet