Aldrich Wealth

Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and families, and corporate retirement plans. Our integrated approach places our client’s goals at the center and brings together wealth management, financial and estate planning, tax advisory, and corporate retirement plans to support informed financial decision-making and long-term planning. Founded in 1998, we have over $7.4 billion in assets under advisement as of December 31, 2025. Aldrich Wealth is part of the Aldrich group of companies, alongside Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.