Verified recordFinancial Services

Nicole Rice

Chief Growth Officer at Aldrich Wealth

Based in Lake Oswego, United States

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Seniority

C-Team

Department

Advertising & Marketing

Location

Lake Oswego

Industry

Financial Services

Company size

Contact information

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n•••••••@wealthadvisors.com

Phone

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Background

About Nicole Rice

Throughout my 20+ years of experience and tenure at Aldrich Wealth, I’ve spearheaded long-term growth strategies, driven innovation, implemented client relations best practices, and have been an instrumental leader in growing the firm’s AUM. As chief growth officer and partner at Aldrich Wealth, I aim to identify and foster new opportunities that align with our strategic growth initiatives, continuing the firm's established positive trajectory and long-standing entrepreneurial spirit. I specialize in crafting bespoke financial strategies for business owners and corporate executives, drawing upon my extensive background in investment advising, tax accounting, nonqualified and qualified benefit plans, and insurance benefits while helping them to achieve wealth accumulation and preservation goals.

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