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ABOUT US

OUR MISSION

Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we strive to bring structure and effectively serve the needs of our most complex clients.

Our Mission

OUR TEAM

We are an independent, financial planning and wealth management firm who adheres to a fiduciary standard for our advisory clients. Our experienced and diversified team enables us to innovate as the industry changes while striving to effectively serve your needs. In an increasingly complicated era, pursuing your financial goals depends on objective advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.

Chris Aldrich Headshot

Chris Aldrich, CPFA

Financial Advisor

860-574-9601

Chris.Aldrich@aldrichwm.com

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

IFP_Final_jpg_Derek Chesley__014_.jpg

Derek Chesley

Case Design

Robin Harris Headshot
Robin Harris
Operations Manager

860-574-9601

Robin.Harris@AldrichWM.com

Steve_Kolano_2022_FullBody_Cutout.png

Steve Kolano, CFA

Chief Investment Officer

William Beaudoin Headshot

William Beaudoin, CFS

Vice President of Case Design

Yvonne Swindell Headshot
Yvonne N. Swindell
Assistant to Chris Aldrich

860-574-9601

Yvonne.N.Swindell@LPL.com

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

John Pastore Headshot

John C. Pastore, Jr.

Senior Vice President

The individuals depicted on this page are the management team of Integrated Financial Partners, doing business as Aldrich Wealth Management. They are not employees or affiliates of Aldrich Wealth Management.

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CASL conferred by The American College.

 

CRPC conferred by College for Financial Planning.

Our Team

Check the background of your financial professional on FINRA's BrokerCheck.​

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Aldrich Wealth Management, a registered investment advisor. Aldrich Wealth Management, Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial.

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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

 

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

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

Contact

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Aldrich Wealth Management

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567 Vauxhall St., Ste 323

Waterford, CT 06385

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Phone: (860) 574-9601 Ext. 0

Fax: (860) 574-9316

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chris.aldrich@aldrichwm.com

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