Disclaimers

On July 28, 2010, the United State Securities and Exchange Commission published “Amendments to Form ADV” which amends the disclosure document (the Brochure) that we provide to clients as required by SEC Rules. This Brochure, dated March 30, 2015, is a new document prepared according to the SEC’s new requirements and rules. As such, this Document is materially different in structure and requires certain new information that our previous brochure did not require.

The ADV Part IIA provides information about the qualifications and business practices of Aldrich Wealth LP. If you have any questions about the contents of this Brochure, please contact us at 503-620-5329, 503-620-5329 or 888-299-3102, 888-299-3102 FREE. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

Aldrich Wealth LP is a Registered Investment Adviser. Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information from which you may determine to hire or retain an Adviser.

Additional information about Aldrich Wealth LP is also available on the SEC’s website at http://www.adviserinfo.sec.gov/. See our full Form ADV Part II below.

ADV Part II Form

 

The information at this Site has been provided by the Aldrich Group and its affiliates, which includes Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP, Aldrich CPAs + Advisors LLP, for general information purposes. It does not constitute legal, accounting, tax or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information. Links to information on sites other than those operated by, or on behalf of, Aldrich CPAs + Advisors LLP are for your convenience only and are not an endorsement or recommendation of those sites.

Aldrich CPAs + Advisors LLP, the names of their respective products and services, and all page headers, footers, and icons are trademarks or registered trademarks of Aldrich CPAs + Advisors LLP. All other product names mentioned on this site may be trademarks or registered trademarks of their respective owners and are mentioned for identification purposes only.

While Aldrich CPAs + Advisors LLP has made every attempt to ensure that the information contained at this Site has been obtained from reliable sources, Aldrich CPAs + Advisors LLP is not responsible for any errors or omissions, or for the results obtained from the use of this information. ALL INFORMATION IN THIS SITE IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION, AND WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. In no event will Aldrich CPAs + Advisors LLP or Aldrich CPAs + Advisors LLP’s partners, agents or employees be liable to you or anyone else for any decision made or action taken in reliance on the information in this Site or for any consequential, special or similar damages, even if advised of the possibility of such damages.