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A photo at sunset overlooking Trillium Lake to a snow capped Mount Hood in Oregon.
Chief Growth Officer Nicole Rice Recognized Among Forbes 2026 Top Women Wealth Advisors Best-In-State
Aldrich Wealth Surpasses $7 Billion in Assets Under Advisement
Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence
Aldrich Wealth Recognized as a Top CPA-Affiliated Firm by Accounting Today
NAPA Recognizes Aldrich Wealth as a 2025 Top DC Advisor Team
Nicole Rice Recognized by Forbes as a 2025 Top Women Wealth Advisor Best-In-State
Portland Business Journal Names Aldrich Wealth in Oregon’s Most Admired Companies for 2024
Casey McKillip Recognized by NAPA as a 2025 Top Retirement Plan Advisors Under 40
Kathy Peterson Recognized by NAPA as a 2024 Top Women of Excellence
Aldrich Wealth Recognized as 9th Largest Money Management Firm in Oregon + S.W. Washington by the Portland Business Journal
Foggy Beach day with rocks, sand, mountains covered in green trees.
Aldrich Wealth Appoints Kathy Peterson as Director of Corporate Retirement Plans
Foggy Beach day with rocks, sand, mountains covered in green trees.
Q+A with Kathy Peterson, CPFA™, AIF®, CRPC®

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