ALDRICH WEALTH LP

About ALDRICH WEALTH LP

<p>Operating across the Portland metro, Southern California, and the Denver area, Aldrich Wealth LP advises both private clients and employer retirement plans through a multi-office team. The firm is an SEC-registered investment advisor founded in 1998, with about 300 employees.</p> <p>Aldrich Wealth works with high-net-worth individuals, business owners, physicians, and corporate retirement plans. Its retirement plan work includes recordkeeping coordination, plan design support, compliance, fiduciary reviews, participant advice, and governance services that can cover 3(21), 3(38), and 3(16) roles. The firm also lists fiduciary audit support as part of its plan services.</p> <p>For individuals and families, the firm provides wealth management with financial planning, investment management, tax advisory, insurance consulting, and estate planning coordination. Team credentials mentioned include CFP®, CFA®, CPA, AIF®, and CPFA.</p> <p>One differentiator is the mix of tax and planning resources alongside retirement plan fiduciary support, which can help align a business owner’s personal strategy with their company plan. Offices include Lake Oswego, OR (HQ), Salem, OR, Carlsbad, CA, Brea, CA, San Diego, CA, and Greenwood Village, CO. Aldrich Wealth has been named a NAPA Top DC Advisors Team.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for corporate retirement plans, including 401(k) consulting</li> <li>3(21), 3(38), and 3(16) fiduciary services</li> <li>Recordkeeping coordination, plan design, and compliance support</li> <li>Participant advice and employee education support</li> <li>Wealth management: financial planning, investment management, tax advisory, insurance, and estate planning coordination</li> </ul>

Website: https://wealthadvisors.com/

Founded: 1998

Employees: 300