StamrechtBV.com Competitors

We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth, formerly known as AKT Wealth Advisors, provides investment management, consulting and financial planning services to its clients, which are geographically located primarily in California and Oregon. Aldrich Wealth was formed in 1998 and has grown tremendously and continuously since its inception. We are a Registered Investment Adviser (RIA).

Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "... it is only by helpings OTHERS prosper, that we prosper ourselves..." Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.

Pension Strategies, LLC is a fee for service third party administration company (TPA). The firm designs and administers both defined benefit and defined contribution qualified retirement plans. Over 1500 qualified plans are administered by Pension Strategies, LLC.