Partner + Director of Private Wealth
Nicole Rice, CPA
Aldrich Wealth LP
- Individual wealth management
- Certified public accountant
- Retirement planning
- Series 65 securities exam
Nicole has dedicated her entire professional career to helping individuals and corporate clients with their financial needs and provide investment-related guidance. She has experience working in wealth management, retirement planning, tax accounting, design and implementation of non-qualified benefit plans, insurance, and qualified benefit plans. Her deep expertise and team-based approach enables her to provide clients with holistic solutions to complex challenges to ultimately help her clients achieve their goals. She is a Certified Public Accountant and has completed the Series 65 exam.
Nicole volunteers on a regular basis with a number of organizations and schools that focus on creating opportunities and enrichment for youth.