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 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 personalized advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.
THE INTEGRATED PARTNERS TEAM
Raymond J. Lucas, Jr.,
CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Derek Chesley
Case Design Specialist
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Richard E. Austin,
JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Gregory Freeman
Advanced Planning Specialist
John C. Pastore, Jr., CRPC®
Executive 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.