Investment Mgmt in Universal City
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Universal City - Investment Mgmt

Specialties: Wealth Advisor - Transition Planning


Daniel Aldrich
President - Aldrich Wealth Management Group

Provide personal wealth management to business owners and their families. We specialize in helping them transition the business to the next generation or to an outside third party in the most efficient manner



    912 North Hollywood Way
Burbank, CA  91505-2815
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  Profession Investment Mgmt
  Specialty Wealth Advisor - Transition Planning
  Group UNI
  Business Name Aldrich Wealth Management Group
  Title President
  Address 912 North Hollywood Way
Suite D
Burbank, CA 91505-2815
  Work Phone (818)760-0600
  Fax (818)450-0610
  Web Site www.aldrichwealth.com
  Member Since 11/2009
 
Specialize in providing personal wealth management for business owners and their families as one or more family members transition out of the business.
 
Cash Management
Tax Planning
Investment Planning
Estate Planning
Risk Management
Transition Planning
 
5-50 Million Net Worth
100k-10mil Investable Assets
250k-1mil Income
50-75 Yrs old
 
All, but specialize in Franchises
 
Information Not Available
 

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  Social Clubs Rotary
   
  Charities Challenged Athletes Foundation
Ronald McDonald House
   
  College Degrees Bachelors in Finance from SDSU
   
  Speaking/Teaching
  Experience
Dymatec
Exec Women International
McDonalds
   
 


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