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 bring structure and effectively serve the needs of our most complex clients.
We are an independent, financial planning and wealth management firm who adheres to a fiduciary standard at all times. Our highly experienced and diversified team enables us to innovate as the industry changes while effectively serving 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.
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Advanced Planning Specialist
Rob Brown, PhD, CFA
Chief Investment Officer
William Beaudoin, CFS
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Richard E. Austin, JD, LLM, CIMA®
John C. Pastore, Jr.
Senior Vice President
The individuals depicted on this page are the management team of Integrated Wealth Concepts, doing business as Aldrich Wealth Management. They are not employees or affiliates of Aldrich Wealth Management.