We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. 

Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management. 



Banking

Investment Management

Aldrich Wealth

Aldrich Wealth's headquarters in Lake Oswego, United States

Heather Wonderly

Scott Barchus

This department manages and supports corporate retirement plan operations and client services.

Retirement Plan Services

This department focuses on managing client relationships and providing specialized support to ensure client satisfaction.

Client Services

This department provides expert guidance and support to clients in making informed decisions.

Advisory Services

The Wealth Management and Financial Planning team at Aldrich Wealth specializes in providing tailored financial advice and strategies to high-net-worth individuals and corporate clients. This team collaborates to develop comprehensive estate planning, wealth transfer strategies, and retirement plans while managing and optimizing clients' financial assets to achieve long-term growth and protection. Their goal is to ensure that clients are equipped to make informed, strategic decisions in an evolving economic landscape.

Wealth Management and Financial Planning

This department focuses on managing and analyzing private investment opportunities.

Private Investments

The Leadership Team at Aldrich Wealth is responsible for steering the company's strategic direction, ensuring regulatory compliance, driving growth initiatives, and managing investment strategies. Comprised of key executives including the Chief Compliance Officer, Principal and President, Chief Growth Officer, and CIO, this team works collaboratively to safeguard client assets and position the firm for sustained success in the competitive wealth management industry.

Aldrich Wealth

Org chart

Teams

Retirement Plan Services

Client Services

Advisory Services

Wealth Management and Financial Planning

Private Investments

Leadership Team

Offices

Aldrich Wealth

Org chart

Teams

Retirement Plan Services

Client Services

Advisory Services

Wealth Management and Financial Planning

Private Investments

Leadership Team

Offices

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