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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


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


Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Robin Harris Headshot
Robin Harris
Operations Manager


Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

William Beaudoin Headshot

William Beaudoin, CFS

Vice President of Case Design

IFP_Final_jpg_Derek Chesley__014_.jpg

Derek Chesley

Case Design

Yvonne Swindell Headshot
Yvonne N. Swindell
Assistant to Chris Aldrich


Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

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.

Rob Brown is solely an investment advisor representative of Integrated Financial Partners, and not affiliated with LPL Financial.

Our Team
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