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WORKING WITH CLIENTS

The Aldrich Family began their dedicated service to their clients in 1968. Three generations have evolved into a multilevel financial services firm based on the simple idea, “We love our clients.”
 
Expanding from generations of tax accountants our approach to wealth management is very different but very simple. Our goal is to develop the smartest strategy to keep your money, develop the smartest strategy to grow your money, develop the smartest strategy to do what you want with your money.
 
When you cultivate years of multi industry financial experience and intelligence with impetuous passion for helping others you find a level of service superior to the standard. This is what you will find at Aldrich Wealth Management.
 
We look forward to making a difference.

Independent Advice, Creative Approach, Customized Planning

mission

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

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.

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

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.

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

Contact

Aldrich Wealth Management

567 Vauxhall St., Ste 323

Waterford, CT 06385

Phone: (860) 574-9601 Ext. 0

Fax: (860) 574-9316

chris.aldrich@aldrichwm.com

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