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 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 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.

Chris Aldrich

Financial Consultant

860-574-9601

Chris.Aldrich@aldrichwm.com

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Gregory Freeman

Advanced Planning Specialist

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Robin Harris
Assistant to Chris Aldrich

860-574-9601

Robin.Harris@AldrichWM.com

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Rob Brown

Chief Investment Officer

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William Beaudoin, CFS

Vice President of Case Design

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Derek Chesley

Case Design

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Yvonne N. Swindell
Assistant to Chris Aldrich

860-574-9601

Yvonne.N.Swindell@LPL.com

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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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.

 

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

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