Straight talk.
Smarter money.
I'm Bill Aldrich — a financial advisor who believes you deserve an honest conversation about your money, not a sales pitch. I design portfolios built around how markets behave — not how sales brochures describe them.
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What I Do
Portfolio Management
Custom-built portfolios using a 5-tier risk system. I believe equities should drive growth and guarantees should come from fixed instruments — not bonds pretending to be safe.
Aldrich Investment ManagementAnnuity Reviews
Already own an annuity? Let's make sure it's actually working for you. I provide honest, no-obligation reviews — because too many people are in products they don't fully understand.
AnnuityMaxRetirement Income Planning
Building a paycheck from your portfolio is different than building a portfolio. I help you structure guaranteed income alongside growth so you never have to guess if your money will last.
Learn MoreTax-Smart Strategies
Your investment returns don't matter if you're giving too much to Uncle Sam. I look at the full picture — tax-deferred growth, Roth conversions, and efficient withdrawal sequencing.
Learn MoreMy Approach
I started in this industry in 2007 — just in time to watch the financial world fall apart. That timing turned out to be a gift. It taught me early that conventional wisdom isn't always wise, and that most people in financial services are selling products, not solving problems.
I chose to work as a fiduciary so I could put my clients first, not a wirehouse. My job isn't to sound smart at dinner parties. It's to make sure your money does what you need it to do — reliably, efficiently, and without unnecessary risk.
When we first talk, I'm going to ask you to walk me through what you think you own and why. Not because I'm testing you — but because the gaps in that conversation tell us exactly where to start.
Clarity in a complicated world. That's what I'm here to provide — and it's the only way I know how to do this.— Bill Aldrich
Beyond the Office
I moved to Las Vegas in my mid-twenties and never looked back. Henderson is home now — and I've built my life here around the things that matter to me.
I'm a Golden Knights and Raiders fan — love spending time with family and friends attending and watching the games, win or lose. When I'm not working or at a game, I'm probably at the grill. A great medium-rare filet or ribeye is my idea of a perfect evening. And I have an appreciation for fine watches — there's something about the craft and intention behind a well-made timepiece that I've always been drawn to.
Outside of work and home, I'm passionate about a few causes that are important to me — financial literacy, animal rescue, and supporting children's sports initiatives here in Las Vegas. Nationally, I'm involved with the MS Society.
Let's have a real conversation.
No pitch. No pressure. Just an honest look at where you stand and whether I can help.