A boutique private wealth firm for a select number of families.
Built for the wealth you've already made, and the decades it still has to work.
Certainty and growth. Not one or the other.
Most firms that call themselves wealth managers are investment managers with a financial plan attached. The portfolio is the product. Everything else is paperwork.
That is not how APW works. We manage a family's financial life as a system — investments, income, tax strategy, estate coordination, insurance and risk — with the portfolio as one tool inside the plan, not the center of it.
The Private Wealth Brief.
One document. Five sections. Rewritten every year.
A clear strategy for the decisions that matter most.
View the APW Private Wealth Brief →The Private Wealth Brief
Most affluent families do not lack financial professionals. They lack one clear document that connects the advice.
The APW Private Wealth Brief is rewritten every year and coordinates five areas of your financial life. It is not a 100-page plan. It is a clear, private, annually updated strategy document designed to help your family know what matters, what changed, and what needs attention next.
- IInvestments
- IIIncome and Cash Flow
- IIITax Strategy
- IVEstate Coordination
- VInsurance and Risk
The Private
Wealth Brief
A clear strategy for the decisions that matter most.
- I · Investments
- II · Income & Cash Flow
- III · Tax Strategy
- IV · Estate Coordination
- V · Insurance & Risk
The document is the visible artifact. The continuous coordination behind it is the real service.
Families who have outgrown the separate-conversations stage.
Families with a million dollars or more in investable assets who have outgrown the stage where an investment account and a financial plan are separate conversations. Pre-retirees planning their transition. Retirees protecting what they've built. Business owners preparing to exit.
The common thread is the level of coordination the situation now requires.
Who We Serve
- Pre-Retirees & Retirees
- Business Owners
- Inheritance & Windfall
- Divorce Wealth Transition
- Settlement Recipients
Independent. Boutique. Built on purpose.
Aldrich Private Wealth is an independent Registered Investment Adviser based in Henderson, Nevada. The firm is small by design — a boutique practice serving a select number of families at the depth this kind of work requires.
Bill Aldrich founded APW after nearly two decades in financial services. He built this firm after watching too many families get handed an investment account and a financial plan that didn't speak to each other.
APW is not for everyone.
APW is not designed for people looking for stock tips, market timing, product shopping, or a one-time financial plan.
It is not a fit for families who want every decision handled in isolation: investments in one place, insurance in another, estate documents in a drawer, and tax strategy only discussed after the year is already over.
APW is built for families who want one coordinated strategy, reviewed continuously, rewritten annually, and tied to the real decisions they face.
If this fits, let's talk.
APW serves families with $1 million or more in investable assets who want their financial life coordinated, not just their portfolio managed. If that describes your situation — and if you'd rather have a clear strategy and an honest conversation than a pitch deck — the next step is a discovery call.
If it doesn't fit, that's useful information too. APW is not the right firm for every family, and the wrong match costs both sides time.