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
Meet Our Professionals
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
