Aldrich Wealth
With over $6.5B in assets under advisement, our fee-based Registered Investment
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Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence | Aldrich Wealth
Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence | Aldrich Wealth
LAKE OSWEGO, OR, November 4, 2025 – Aldrich Wealth, a registered investment advisor (RIA) with over $6.5 billion in assets under management (AUM), today announced Kathy Peterson, CPFA™, AIF®, CRPC®, Director of Corporate Retirement Plans, has been recognized by the National Association of Plan Advisors (NAPA) as one of the 2025 Top Women of Excellence for... Read more Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence
What is a Trump Account? A New Federal Tool for Building Your Child’s Financial Future | Aldrich Wealth
What is a Trump Account? A New Federal Tool for Building Your Child’s Financial Future | Aldrich Wealth
As part of the One Big Beautiful Bill Act (OBBBA), the federal government has introduced a new long-term savings vehicle: Trump Accounts. Designed to help families invest in their children’s future, these accounts offer tax-deferred growth, broad funding eligibility, and a one-time federal contribution for eligible children born between 2025 and 2028. While technical guidance... Read more What is a Trump Account? A New Federal Tool for Building Your Child’s Financial Future
The Silent Vault of Digital Assets | Aldrich Wealth
The Silent Vault of Digital Assets | Aldrich Wealth
In addition to traditional assets, such as bank and brokerage accounts, real estate and personal property, your balance sheet should also include your digital assets. The term ‘digital asset’ might conjure thoughts of cryptocurrency, but the scope is much broader. From PayPal and Venmo balances, to photo storage subscriptions, digital wallets, email accounts, and even... Read more The Silent Vault of Digital Assets
Crossing the Columbia: Why It’s No Longer a Simple Tax Win | Aldrich Wealth
Crossing the Columbia: Why It’s No Longer a Simple Tax Win | Aldrich Wealth
For years, moving from Oregon to Washington was seen as a straightforward tax strategy for high-income earners and taxpayers anticipating an extraordinary taxable income event. Oregon’s high personal income tax rates made Washington’s lack of an income tax look like the clear winner. But as of 2025, the equation has shifted. With Washington’s relatively new... Read more Crossing the Columbia: Why It’s No Longer a Simple Tax Win
Beyond the 401(k): Unlocking the Power of a Cash Balance Plans | Aldrich Wealth
Beyond the 401(k): Unlocking the Power of a Cash Balance Plans | Aldrich Wealth
If you’re a business owner or high-income professional, you may have already hit the contribution limits on your 401(k), SEP, or SIMPLE IRA. That can be frustrating, especially if you’re in your peak earning years or trying to catch up on retirement savings. A cash balance plan offers another path. These plans allow for significantly... Read more Beyond the 401(k): Unlocking the Power of a Cash Balance Plan
One of the Most Powerful Planning Tools You’ve Probably Never Heard Of | Aldrich Wealth
One of the Most Powerful Planning Tools You’ve Probably Never Heard Of | Aldrich Wealth
High-earning business owners and executives are often limited by contribution caps on traditional retirement plans. One overlooked strategy, Restricted Property Trusts (RPTs), offer a way to lower today’s tax bill while building long-term, tax-advantaged wealth – when structured and maintained correctly.
Aldrich Wealth Recognized Amongst Largest Money Management Firms in Oregon + S.W. Washington by the Portland Business Journal | Aldrich Wealth
Aldrich Wealth Recognized Amongst Largest Money Management Firms in Oregon + S.W. Washington by the Portland Business Journal | Aldrich Wealth
Aldrich Wealth, a registered investment advisor (RIA) with over $6 billion in assets under advisement (AUM), is proud to announce that the firm has again been recognized by the Portland Business Journal as one of the Largest Money Management Firms in Oregon & Southwest Washington, ranking 10th amongst 45 firms.
Catch-Up Chaos: Guidance for the New Roth 401(k) Rule No One’s Really Ready For | Aldrich Wealth
Catch-Up Chaos: Guidance for the New Roth 401(k) Rule No One’s Really Ready For | Aldrich Wealth
Starting January 1, 2026, Section §603 of SECURE Act 2.0 takes effect, requiring employees aged 50+ who earned $145,000 or more in FICA wages during 2025 to make all catch-up contributions as post-tax Roth contributions.
Understanding The Social Security Fairness Act | Aldrich Wealth
Understanding The Social Security Fairness Act | Aldrich Wealth
On January 5, 2025, the Social Security Fairness Act was signed into law, marking a significant change in how Social Security benefits are calculated for individuals who receive a pension from employment not covered by Social Security. This includes many public sector workers such as teachers, firefighters, and police officers. The new law repeals two long-standing provisions: the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), which have historically reduced or eliminated Social Security benefits for affected workers and their families. This legislative change is expected to have meaningful implications for millions of individuals across the country.
The Hottest 401(k) Litigation Trend’s New Angle | Aldrich Wealth
The Hottest 401(k) Litigation Trend’s New Angle | Aldrich Wealth
For the past two years, plaintiffs’ attorneys have homed in on forfeitures—the unvested employer contributions (i.e. match, profit sharing) in a retirement plan, that stay behind when employees leave prior to becoming fully vested. To date, more than 65 class action lawsuits have been filed arguing that using forfeitures to offset future employer contributions, (the most... Read more The Hottest 401(k) Litigation Trend’s New Angle
Q2 2025 Market Commentary + Outlook | Aldrich Wealth
Q2 2025 Market Commentary + Outlook | Aldrich Wealth
Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid... Read more Q2 2025 Market Commentary + Outlook
Aldrich - Job Opportunities
Aldrich - Job Opportunities
Aldrich Careers Page - View all jobs and opportunities at Aldrich and apply today. | Powered By Paylocity
Wealth Advisors • Aldrich Wealth | Portland, San Diego, Anchorage, Salem
Wealth Advisors • Aldrich Wealth | Portland, San Diego, Anchorage, Salem
Building wealth is not an easy skill to master. Certified wealth advisors with decades of experience are the best choice for your financial future.
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