Aldrich Wealth
Heather Wonderly has been working at Aldrich Wealth LP since March 2005, where she currently holds the position of Partner and Director of Corporate Retirement Plans. Prior to that, she worked at RCG from January 2002 to January 2005 as a Retirement Plan Consultant. Heather Wonderly graduated from Oregon State University with a Bachelor of Science (B.S.) in Political Science and Government.
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Aldrich Wealth
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.