Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40 LAKE OSWEGO, ORE., NOVEMBER 28, 2023— Aldrich Wealth is honored to share that the National Association of Plan Advisors (NAPA) named Casey McKillip, Senior Retirement Plan Consultant, in its 2024 “Aces” list: Top 100 Retirement Plan Advisors Under 40. This is McKillip’s fourth consecutive year… Read more Casey McKillip Recognized in NAPA’s Top 100 Advisors Under 40
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.
The technical information on this website is necessarily brief. No final conclusion on these topics should be drawn without further review and consultation. Please be advised that, based on current IRS rules and standards, the information contained herein is not intended to be used, nor can it be used, for the avoidance of any tax penalty assessed by the IRS.
