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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Meet Our Professionals
Connect with Sandi
Private Client Wealth Strategist

Sandi Gordon

Aldrich Wealth LP

Sandi joined Aldrich in 2019 and has 25 years of experience in private banking and working with high net worth clients who have complex family dynamics. Sandi is a longtime Oregonian, and is a valuable asset to her clients in the Willamette Valley. Formerly a Senior Private Banker for Wells Fargo, Sandi has a wealth…

Sandi's EXPERTISE
  • High net worth clients
  • Private banking
  • Series 7 and 66 licenses
  • Health and life insurance licenses
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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
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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
  • Manufacturers
  • Certified Public Accountant
  • Strategic tax planning and compliance
  • Certified Specialist in Estate Planning (CSEP)
  • Private-equity and financial lenders

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