Private Wealth
How do you define success?
You have achieved a certain level of financial success in your life. Now you need a partner to help lead you through the next phase of your financial journey by providing the support and expertise that will allow you to utilize your wealth to live a fuller and richer life.
At Aldrich Wealth, we partner with you on your financial journey by assuming the role of personal financial advocate.
We help you identify your financial needs and goals, while also developing a sound strategy that will enable you to realize your dreams. We guide you through risk assessment, development of strategies, and ultimately implementation of the plan we craft together. This will allow you to focus more energy on living a great life.
We believe wealth management is dynamic and personal and encompasses more than just traditional investment management. We approach each relationship as having its own unique circumstances, opportunities and challenges. The result is a tailored strategy designed to help you achieve financial independence while creating a lasting legacy for future generations.
We are uniquely positioned to help you make consistently wise financial decisions and provide strategies and solutions that will lead to success.
Your Trusted Advisors
Our professionals have deep expertise and experience in financial and estate planning, investment management, taxation and insurance. We work in teams to provide innovative solutions to the challenges you face by combining our comprehensive service offerings into seamless strategies.
We pride ourselves on the relationships we build and the attention we pay to your ongoing needs. We value the trust you place in us to take care of you and your family.
Our team members work only for you. We are compensated in a way that aligns your best interests with ours and operates under the highest level of fiduciary responsibility, which commits us to serve your interests.
Aldrich Wealth Family Office
Plan, protect, and enhance your family's financial future.
Investment Management
Sound investment management is critical when it comes to achieving your financial goals.
Financial Planning
Financial planning is an ongoing process.
Tax Services
As you accumulate wealth, understanding how taxes will impact your finances is critical to achieving your goals.
Estate Planning
Estate planning is crucial for high-net-worth individuals and families.
Insurance Consulting
Are you prepared for the various costly hardships that could happen throughout life?
Meet Our Professionals
Partner + Chief Growth Officer
Nicole Rice, CPA
Aldrich Wealth LP
Nicole has dedicated her entire professional career to helping business owners and corporate executives achieve their wealth accumulation and preservation goals. In her role as chief growth officer, Nicole identifies and fosters new opportunities that align with Aldrich Wealth’s strategic growth initiatives, continuing the firm’s established positive trajectory and long-standing entrepreneurial spirit. Nicole’s prowess spans… Read more Nicole Rice, CPA
Nicole's Specialization
- Developing strategic growth initiatives
- Individual wealth management
- Certified public accountant
- Retirement planning
- Series 65 securities exam
Partner + Chief Investment Officer
Darin Richards, CFA®
Aldrich Wealth LP
Darin has been the CIO of Aldrich Wealth since 2004, where he spearheads the development and implementation of the firm’s investment philosophy, guides the investment committee, and co-manages the private wealth team. Darin has made over 50 appearances as a guest on CNBC Power Lunch and has been quoted in several publications, including The Wall… Read more Darin Richards, CFA®
Darin's Specialization
- Series 7 and 63 security exams
- Chartered Financial Analyst (CFA®)
Partner
Carl Pinkard, CFP®, CEPA®
Aldrich Wealth LP
Since 2002, Carl has specialized in working with high-net-worth families and business owners, providing financial planning and consulting services. As a Certified Exit Planning Advisor (CEPA), he spends time with our clients as they prepare their businesses for a transition and helps them plan for the impact that will have on their personal financial goals…. Read more Carl Pinkard, CFP®, CEPA®
Carl's Specialization
- Business owners
- Medical practitioners
- High-net worth families and individuals
- Financial planning and consulting services
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor®
Partner, Lead Advisor + Co-Director of Aldrich Wealth Family Office
Abbey Rollins, CFP®
Aldrich Wealth LP
Abbey joined Aldrich Wealth in 2007, after spending five years at a traditional brokerage firm. Abbey’s goal was to focus on personal financial planning, which was not a service valued in the brokerage industry. Shortly after joining the firm, Abbey obtained her CERTIFIED FINANCIAL PLANNER™ practitioner designation (CFP®) and greatly expanded the financial planning services… Read more Abbey Rollins, CFP®
Abbey's Specialization
- Hight-net-worth families, business owners, and medical practitioners
- Series 66 security exam
- Certified Financial Planner™
Looking for support or have a question?
Contact us to speak with one of our advisors.
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