Yesterday, at the?Association for Corporate Growth - ACG San Diego's BrownBag Lunch Series, we had the opportunity to lead?an?engaging discussion on emerging fiduciary responsibilities, litigation trends, and how AI is reshaping retirement plan oversight. Thank you, ACG, for hosting such an insightful event! #401k #ThoughtLeadership #AI #Fiduciary #AldrichWealth
Aldrich Wealth
金融服务
Lake Oswego，OR 2,178 位关注者
Protecting and growing your financial assets for the future.
关于我们
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 $6 billion in assets under management.
- 网站
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https://wealthadvisors.com
Aldrich Wealth 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Lake Oswego，OR
- 类型
- 合营企业
- 创立
- 1998
- 领域
- Private Wealth Management、Investment Management、Financial Planning、Estate Planning、Charitable Giving、Corporate Retirement Plans、Tax Consulting、Fiduciary Governance、Wealth Transfer和Family Office
地点
Aldrich Wealth 员工
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Diana Burrows
Client Services Manager, Corporate Retirement Plans at Aldrich Wealth LP
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Cindy Gatlin, CDFA
Collaborative Wealth Manager | Strategically Guiding Your Financial Success: Experienced Portfolio Manager Specializing in Investment Planning &…
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Luan Dollens
Chief Compliance Officer
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Casey McKillip, MBA, CPFA, AIF?
Lead Retirement Plan Consultant at Aldrich
动态
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Plan Sponsors: Are You Meeting Your Fiduciary Responsibilities? Offering a 401(k) is a powerful way to support employees' financial future, but it comes with important fiduciary responsibilities. Under ERISA, plan sponsor must act in participants' best interest, ensure reasonable fees, and maintain compliance—or risk personal liability. From best practices for selecting service providers to avoiding common pitfalls, diligent oversight is essential to prevent costly penalties, click the link below to learn more. https://lnkd.in/grixy-eY #401k #FiduciaryResponsibility #RetirementPlanning #AldrichWealth
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Navigating Market Cycles: The Case for International Diversification US large cap stocks—driven by the MAG 7 and a strong dollar—have outperformed international markets for years. But when you strip out currency effects and outsized gains by a small group of US firms, international markets have fared better than headline numbers suggest. ? While the dollar remains strong for now, mounting US debt, changing global alliances, and slowing domestic growth relative to other regions, click the link below to learn about the historic market leadership between US and international stocks and what it means for investors. https://lnkd.in/geNNuqR2 ? #InternationalDiversification #Investing #MarketCycles #AldrichWealth
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Service and stewardship are at the heart of what we do! Nicole Rice is a passionate advocate in our community, embodying our core values by volunteering to inspire the next generation of entrepreneurs through Oregon Business Academy.
?? Oregon Business Academy is looking for dedicated volunteers! Join our team if you're passionate about mentorship and education. Explore volunteer opportunities and apply today: https://lnkd.in/g_zhf98B
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The future of 401(k) plans is evolving—are you prepared? Neil Plein CPFA?, AIF? is at the forefront of these changes, helping business owners navigate new fiduciary responsibilities, litigation trends, and the impact of AI on retirement plans. ? For more key insights on protecting your plan, team, and participants, secure a spot at Association for Corporate Growth - ACG San Diego’s Inside Hour Lunch Series on March 18!
I’m a commercial banker at Comerica Bank and I partner with business owners, CEOs and CFOs of San Diego-based mid-size companies to help them execute their next phase of growth.
I recently had the opportunity to visit with Neil Plein CPFA?, AIF?, 401k Futurist, Innovator, and Lead Retirement Plan Consultant with Aldrich Wealth . He is our featured speaker at our next Association for Corporate Growth - ACG San Diego Inside Hour Lunch Series on March 18th on The Future of 401(k) – Navigating a New Era with Confidence. See link to register in the comments below. Key Takeaways: ? Fiduciary fundamentals & evolving responsibilities ? Emerging litigation trends impacting 401(k) plans ? The intersection of AI & fiduciary risk—how deceptive AI technologies are changing the game ? Best practices you can implement immediately to safeguard yourself, your team, and your plan participants Don’t miss this opportunity to gain actionable insights and network with professionals who share your concerns. Secure your spot now! #401k #Fiduciary
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Market Volatility and Interest Rate Expectations: What Investors Should Know Markets are now pricing in three Federal Reserve rate cuts this year; however, the market reaction has been negative. The S&P 500 recently hit its lowest level since before the election and small cap stocks have struggled even more, with the Russell 2000 index down almost 6% this year. Recent reports show slowing consumer spending, weaker retail sales, and housing activity, manufacturing, and construction remaining sluggish. Click the link below to better understand what’s driving market volatility and what it could mean for investors. https://lnkd.in/gkjGFsj2 ? #MarketTrends #Investing #InterestRates #AldrichWealth
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When making a big financial decision, ask yourself: Will I regret not making this purchase??Some dreams don’t fade—they only grow stronger. True financial independence isn’t just about accumulating wealth—it’s about using it with intention. Whether it’s making a meaningful purchase or investing in experiences, the key is finding the right balance between financial security and a life well-lived. ? Weighing a decision like this? Click the link below to discover how to make confident financial choices that align with your goals and values. https://lnkd.in/gdres8sM ? #FinancialPlanning #MindfulSpending #LiveWell
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Join us in congratulating Nicole Rice for her recent?Forbes recognition as a 2025 Top Women Wealth Advisor Best-In-State, ranking eighth in Oregon! This award reflects her dedication to helping clients achieve financial success -?serving as their trusted partner through life’s most meaningful moments. ? Click the link below to learn more about this well-deserved recognition: https://lnkd.in/gAsUXSG5 #ForbesTopAdvisors #WomenInWealth #BestInState #AldrichWealth
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Are you saving for your own goals or someone else’s? Or are you saving at the expense of living? Building wealth isn’t just about accumulation; it’s about aligning your money with your values. ? Click the link below to explore striking a balance between preparing for tomorrow and living today. https://lnkd.in/gaYb-9GE #FinancialPlanning #WealthWithPurpose #LiveIntentionally #AldrichWealth
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Our Chief Growth Officer + Partner,?Nicole Rice, will mentor at?Portland Business Journal?Women’s Summit: Mentoring Monday 2025 on February 24. This dynamic event brings together some of the most influential women leaders to inspire and connect. If you’re interested in attending, Nicole will be discussing how to strategically navigate financial decisions and opportunities throughout your career—from negotiating your worth to making smart financial choices that support your long-term goals. Click the link below to learn more about the event: https://lnkd.in/gAkJWy-n #PortlandBuisnessJournal #MentoringMonday #Networking #AldrichWealth