Aldrich Wealth has announced that it has surpassed $1 billion in assets under management. The 20-year-old registered investment advisory firm provides financial guidance to individuals, businesses, trusts and corporate retirement plans.
Aldrich Wealth serves individuals with a holistic approach to their financial life. This includes investment management, analysis and reporting on retirement planning, estate planning, insurance planning, business transition planning, education planning and comprehensive tax services through Aldrich CPAs + Advisors. The strategic approach emphasizes aligning investment management with each clients’ overall financial goals and tax situation, while carefully managing risk in the portfolio.
In addition to individual clients, Aldrich Wealth provides a variety of services to its corporate retirement plans, including consulting in the areas of fiduciary governance, fee analysis, participant education as well as investment selection and monitoring.
The concept for Aldrich Wealth began when many clients of Aldrich CPAs + Advisors began selling their businesses and asked for assistance in investing the proceeds. It seemed a natural extension of the firm’s mission to help clients achieve their financial goals.
“As a founding partner, it’s amazing to see the growth we have experienced over the years to get to this point. It is truly a testament to the trust our clients place in us,” commented K. Scott Barchus, President, Aldrich Wealth.
“We are thrilled to reach this milestone and know that this success is attributed to the talented group of professionals in our organization, “said Martin D Moll, CEO, Aldrich Group of Companies.
Serving clients from offices in Alaska, California, Oregon and Washington, Aldrich Wealth has professionals with designations including Certified Financial Planner, Chartered Financial Analyst, Certified Public Accountant, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor, Certified Specialist in Estate Planning and Personal Financial Specialist.
Aldrich Wealth is part of the Aldrich Group of Companies, which includes Top 100 Accounting Firm Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services and Aldrich Business Transitions. The Aldrich Group is recognized as one of the Top 10 Best of the Best Accounting Firms by Inside Public Accounting, Best Places to Work, and Healthiest Employer. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing and agribusiness, as well as a variety of privately held companies and individual clients.