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ACCOUNT ACCESS

eMoney Advisor

eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios. 

LPL Financial Account View

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

This mobile-friendly web portal is available 24-7. With Account View you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics. 

AssetMark
Fidelity Investments
charles SCHWAB

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

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Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Aldrich Wealth Management, a registered investment advisor. Aldrich Wealth Management, Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial.

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

 

I am licensed to transact business in the following states: CA, CT, FL, ME, MD, MA, NH, NY, PA, RI, SC, VT, VA.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

Contact

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Aldrich Wealth Management

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567 Vauxhall St., Ste 323

Waterford, CT 06385

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Phone: (860) 574-9601 Ext. 0

Fax: (860) 574-9316

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chris.aldrich@aldrichwm.com

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