Independent Advice, Creative Approach, Customized Planning
WORKING WITH CLIENTS

The Aldrich Family began their dedicated service to their clients in 1968. Three generations have evolved into a multilevel financial services firm based on the simple idea, “We love our clients.”
 
Expanding from generations of tax accountants our approach to wealth management is very different but very simple. Our goal is to develop the smartest strategy to keep your money, develop the smartest strategy to grow your money, develop the smartest strategy to do what you want with your money.
 
When you cultivate years of multi industry financial experience and intelligence with impetuous passion for helping others you find a level of service superior to the standard. This is what you will find at Aldrich Wealth Management.
 
We look forward to making a difference.

Independent Advice, Creative Approach, Customized Planning

Independent Advice, Creative Approach, Customized Planning

 
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor.  Integrated Wealth Concepts, Integrated Financial Partners and Aldrich Wealth Management are separate entities from LPL Financial. 

LPL Financial and Integrated Wealth Concepts do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

I am licensed to transact business in the following states: CT, FL, ME, MD, MA, NH, NY, PA, RI, SC, VT, VA.

Contact

Aldrich Wealth Management

567 Vauxhall St., Ste 121

Waterford, CT 06385

Phone: (860) 574-9601 Ext. 0

Fax: (860) 574-9316

chris.aldrich@aldrichwm.com