JANUARY 6, 2020 – LAKE OSWEGO, ORE. – Aldrich Wealth is pleased to announce that its assets under management have surpassed the $2 billion mark. This achievement comes in quick succession from the firm’s announcement of $1 billion assets under management in late December of 2017.
The 22-year-old company is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth.
Aldrich Wealth’s Individual services weave together goal-based wealth management, financial and estate planning, and tax planning and preparation. Aldrich Wealth’s Corporate Retirement Plans and 401(k) related services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services.
Partner and President Scott Barchus said of the firm’s landmark accomplishment, “Our success is a direct result of the efforts of our exceptionally talented professionals who have helped develop and execute our strategic vision as an organization.”
“Looking forward,” Scott said, “we will continue to champion our clients’ success and identify new ways to meet their needs, stated or otherwise.”
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, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology, and Aldrich Capital.