Privacy Policy


This statement explains how we may collect and use information about you. If you have any questions about our privacy policies, want to exercise your right to see a copy of the information that we hold about you, or think that information we hold about you may need to be corrected, please contact the person responsible for your engagement or 503-620-4489. We will correct any information that is not correct or timely. It is our intent to protect your information under the US Department of Commerce Safe Harbor requirements (“Safe Harbor”) and to provide security that is compliant with our high industry standard.

Information We Collect

In order to use the services of any of the Aldrich Group companies, it is expected that you will voluntarily submit certain personal information about you, including information provided under the consent forms required by Internal Revenue Code Section 7216, where applicable. This information may include such information as your name, address, e-mail address, and telephone number. It may include information collected from interviews, questionnaires, tax return organizers, financial statements, portfolios, and other correspondence between us. This information is confidential, will not be made available to unaffiliated third parties, and will be made available only as disclosed under this policy. The data collected will be relevant to the purpose for which it is used.

Our Use of Your Information

We use information in the files to provide you services under your engagement agreements and applicable consents. Where consented to we may share your information with the named Aldrich affiliated companies in order to anticipate potential financial opportunities, problems, and solutions.

Our Disclosure of Your Information

We do not disclose your information, except as permitted by law. We may contract with other service providers to assist us in performing services for you, including the following entities comprising the Aldrich Group:

  • Aldrich Wealth LP
  • Aldrich Retirement Solutions LP
  • Aldrich Benefits LP
  • Aldrich CPAs + Advisors LLP
  • Aldrich Business Transitions LP


We must obtain your written consent to disclose tax return information to third parties and to our affiliated companies. Where other information (not tax return information) is to be disclosed to a third party or used for a purpose that is incompatible with the purpose for which it was originally intended or subsequently authorized, you may choose not to have your data shared as described under this policy. If you so choose, please notify the person responsible for your engagement at 503-620-4489.


We take precautions and provide security that meets or exceeds industry standards.