Firm News Blog

Aurum Wealth Managment Adds New Partner Manager

Aurum Wealth Management is pleased to announce the addition of Wendy Eldridge as a partner in the firm’s retirement plan practice.

Eldridge specializes in working with 401(k), 403(b), 457, defined benefit and non-qualified plans. She assists clients with every aspect of their plan, including negotiating plan fees, investment options, compliance testing, Form 5500, audits and the day-to-day administrative management of the plan.

“With Wendy’s extensive experience, passion and knowledge in the retirement plan industry, we’re very excited to have her join our team,” said Christopher Bart, partner. “With her well-rounded skill set, she can truly function as the ‘retirement plan department’ for our clients.”

Prior to joining Aurum Wealth Management, Wendy was a Director with Capital Planners and a Partner with Pension Advisors.

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Aurum Wealth Management Group is an independent Registered Investment Advisor providing private wealth management services as well as corporate retirement plan services via its Modern 401(k) program.  In 2013, Aurum was a Weatherhead 100 Upstart winner and in 2012 was one of eight firms to be nationally recognized for excellence in investment management research and named to the Financial Advisor Magazine 2012 All-Star Research Team.

For more information on our wealth management services, please submit a question below. Or feel free to contact us directly at any of our four office locations Cleveland, Akron, Westlake or Tampa.


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