Aldrich Wealth is Joining CohnReznick
The teams from the Aldrich group of companies including Aldrich Wealth will join CohnReznick, a leading professional services firm in the United States. This move will catapult our ability to serve our clients, our people, and our communities well into the future. The transaction is expected to close in mid-December 2026.
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.
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.
Q3 2026 Market Commentary + Q4 Outlook