High growth potential Aldrich Wealth is a fast-growing independent wealth management firm managing over $6 billion in assets. This substantial asset under management indicates a high growth potential for sales opportunities given the continuous expansion of the firm.

Industry recognition Recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work, Aldrich Wealth's positive work environment and industry reputation can be leveraged to build trusted relationships with potential clients looking for reliable financial services providers.

Focused on high net-worth clients As a wealth management firm catering to high-net-worth individuals and corporate retirement plans, Aldrich Wealth's specialized services create a niche market for sales professionals targeting affluent clients seeking bespoke financial solutions.

Tech-savvy approach Utilizing a modern tech stack including React, Google Analytics, and more, Aldrich Wealth demonstrates a tech-savvy approach in its operations. This technological edge can be highlighted in sales pitches to appeal to clients looking for innovative financial solutions.

Competitive positioning Among similar companies like Charles Schwab and Fidelity Investments, Aldrich Wealth stands out as a potential competitor due to its rapid growth trajectory and recognition in the industry. Leveraging this competitive positioning can open doors for new sales opportunities within the financial services market.