Private Clients Services • Aldrich CPAs | Wealth | Consulting | Portland, San Diego, Anchorage, Salem

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Services
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Private Client Services

Private Client Services

Comprehensive financial guidance

Through careful planning and attention to long-term goals, we guide the complete financial planning process for individuals and their families.

Personal Financial Services

From strategic tax planning to investment management and estate planning, our team of professionals works diligently to address issues facing successful individual clients.

Our expertise:

  • Tax minimization and planning
  • Estate and trust tax planning
  • Charitable and gift planning
  • Financial concierge services
  • Partnership planning
  • Wealth management
What We Do
Financial Planning

A comprehensive financial plan is the fundamental foundation for all financial decisions.

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Estate Planning

A well-structured estate plan ensures your future and financial stability.

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Financial Concierge Services

Providing personal financial guidance through private client wealth management and family office services.

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Single and Sound

Whether you are recently divorced, widowed or suddenly responsible for financial decisions, we can help you create a sound plan for your future.

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Corporate Executives

Corporate executives have unique needs from concentrated stock positions to long-term financial planning.

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Recent News and Insights
Article

Proposed Tax Changes and Strategies for High Earners
Article

2020 Tax Planning Guide for Individuals
Article

Oregon First-Time Home Buyers Savings Account
Article

9 Financial Tips for Today’s Millennials, From a Millennial
More Financial Planning News
Private Client Wealth Mangement

Growing your assets for tomorrow by making intelligent financial decisions today.
Learn more about Aldrich Wealth
Meet Our Professionals

Private Client

Mark Birge, CPA, JD, PFS
Partner Emeritus
Marcy Lantz, CPA, CSEP®
Partner
Write to Mark
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Expertise:
  • Strategic tax and personal financial planning services
  • High-net individuals, businesses and owners
  • Estate and succession planning
  • Private closely-held businesses
  • Personal Financial Specialist
  • Certified Public Accountant

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Write to Marcy
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Expertise:
  • High-net worth individuals
  • Closely-held businesses
  • Certified Public Accountant
  • Strategic tax planning and compliance
  • Certified Specialist in Estate Planning (CSEP)
  • Private-equity and financial lenders

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