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 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
Gregory Freeman
Advanced Planning Specialist
Rob Brown, PhD, CFA
Chief Investment Officer
William Beaudoin, CFS
Vice President of Case Design
Derek Chesley
Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
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.