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SERVICES

As your fiduciary, we have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

 

Click below to learn more about the services we offer.

INSURANCE STRATEGIES

FAMILY FOCUSED 

OFFICE

WEALTH MANAGEMENT

LEGACY AND ESTATE PLANNING

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

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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