Women’s Alliance
Creating a plan for your financial future
We understand the financial needs of women and men are not the same.
Due to their longer life spans, women are likely to face more financial challenges when it comes to meeting their retirement goals. Women are also more likely to shoulder financial burdens alone as they age, bearing the responsibility for investments, estate planning and healthcare decisions for themselves and their families.
Women in charge
Women play multiple roles, balancing careers and philanthropic work while being more likely to take on the caregiver role for both children and aging parents or other relatives. Later in life, women are often dual inheritors, inheriting money from spouses and parents.
The majority of women will be solely in charge of their families’ finances at some point in their lives. By placing investment management, financial planning, and tax resources under one roof, the Aldrich Women’s Alliance helps streamline our women clients’ financial lives.
Financial planning during transition
Widowhood represents one of life’s most challenging transition periods, both emotionally and financially. During this period, having a partner with financial expertise and a broad array of services will help you navigate difficult times.
Our breadth and depth of expertise allows our clients to work with a team of advisors with extensive estate and trust experience. Your team consists of financial planners, wealth managers and tax professionals who will plan for both your short-term and long-term needs.
Client Success Story
We’re here for you.
We understand that each situation is different and it takes uniquely skilled financial professionals who can be flexible and understanding of your needs during this tumultuous time. The flexibility and support you need is at the center of our service model.
Meet Our Professionals
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…
Abbey's EXPERTISE
- High net worth families, business owners and medical practitioners
- Series 66 security exam
- Certified Financial Planner™
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…
Nicole's EXPERTISE
- Individual wealth management
- Certified public accountant
- Retirement planning
- Series 65 securities exam
Kelsey joined Aldrich Wealth in the Spring of 2021 and leans on her unique big city experience gained from a decade of financial services roles in both New York and San Francisco. Kelsey’s wealth management expertise includes helping women, families, and other high-net-worth individuals with financial education and planning. Kelsey has propelled her career forward…
Kelsey's EXPERTISE
- Certified Financial Planner (CFP®)
- High Net Worth Individuals
- Financial Planning for Women & Families
Kayla joined Aldrich Wealth in 2014. She has several years of experience working in the areas of personal finance, financial planning, and investments. Kayla is responsible for analyzing a client’s financial information and determining the best approach for meeting their objectives. In addition, Kayla provides strategic wealth management for individuals, families, and organizations. She is…
Kayla's EXPERTISE
- CERTIFIED FINANCIAL PLANNER™
- Personal finance, financial planning and investments
- High-net worth individuals
