LAKE OSWEGO, OR., July 11, 2024—Aldrich Wealth, a registered investment advisor (RIA) with over $6B assets under management (AUM), announced today the appointment of Kathy Peterson as the Director of Corporate Retirement Plans.

In this new role, Kathy will leverage her more than 20 years of experience in the financial and retirement plan industry as she leads the team in navigating the intricate and evolving retirement plan landscape, ensuring the development and maintenance of clients’ corporate retirement plans meet the objectives of both the organization and its employees.

“As I step into this role, I am honored to guide our team as we continue to leverage our innovative and creative solutions to enhance the services we provide our clients and their employees,” said Kathy. “Helping our clients achieve their goals is what we do every single day, and I couldn’t ask for a better team of people to do it with.”

Aldrich Wealth LP 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 services weave together goal-based wealth management, financial and estate planning, and tax compliance and advisory. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors and Aldrich Capital.