LAKE OSWEGO, OR (February 1, 2024) – Aldrich Wealth, a registered investment advisor providing wealth management services to high net-worth individuals and investment management to corporate retirement plans, today announced it has expanded Nicole Rice’s role to chief growth officer as the firm continues to strategically grow in 2024.
“Nicole has consistently driven innovation and instituted exceptional client relations best practices while seamlessly mentoring team members,” said Scott Barchus, Aldrich Wealth CEO. “I speak for myself and the management team when I say we look forward to all that she accomplishes with this broadened role.”
In her new role, Nicole will leverage her 20 years of experience as she develops and implements the company’s long-term growth vision. She will be responsible for identifying new opportunities and executing strategies to continue the positive growth trajectory Aldrich Wealth has experienced.
“I am honored to spearhead Aldrich Wealth’s new growth initiatives while maintaining the entrepreneurial spirit that brought me to Aldrich Wealth initially,” said Nicole. “One of my favorite aspects of our firm is our unrelenting pursuit of excellence, and I look forward to the continual evolution of the firm.”
Nicole has been with Aldrich Wealth for nearly 14 years, serving as partner and director of private wealth for the last five years. She specializes in working with business owners and corporate executives to achieve wealth accumulation and preservation goals. Nicole is a Certified Public Accountant (CPA) and earned her Bachelor of Science and Master of Accountancy from the University of Montana.
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.
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Aldrich Wealth LP (“Aldrich Wealth”) is an investment advisor registered with the US Securities and Exchange Commission. Aldrich Wealth provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of Aldrich Wealth’s Client Relationship Summary and ADV Part 2A brochure document. The information contained on this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products.
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