McLaughlin Asset Management, Inc.
www.mclaughlinassetmgmt.comMcLaughlin Asset Management provides clients with a comprehensive wealth management process designed to address five key concerns: --Making smart decisions about money --Mitigating taxes --Taking care of their heirs --Protecting their assets --Magnifying their charitable gifts. Founded in 1991 by Managing Partner, Michael McLaughlin, CFP®, CRPS®, RICP®, the team is experienced with orchestrating subject matter experts to deliver strategies to help address their clients’ most complicated needs. The firm serves the high-net-worth market and specializes in working with professionals planning for retirement, women in transition such as divorce or death of a spouse, and closely held business owners planning for a liquidation event. The firm's mission is to establish meaningful, long-term relationships with clients based upon trust, mutual respect and enjoyment working together. McLaughlin Asset Management is based in Haddonfield, New Jersey and serves clients in diverse locations primarily in New Jersey, Pennsylvania, Delaware, South Carolina, Florida and in other states throughout the U.S.
Read moreMcLaughlin Asset Management provides clients with a comprehensive wealth management process designed to address five key concerns: --Making smart decisions about money --Mitigating taxes --Taking care of their heirs --Protecting their assets --Magnifying their charitable gifts. Founded in 1991 by Managing Partner, Michael McLaughlin, CFP®, CRPS®, RICP®, the team is experienced with orchestrating subject matter experts to deliver strategies to help address their clients’ most complicated needs. The firm serves the high-net-worth market and specializes in working with professionals planning for retirement, women in transition such as divorce or death of a spouse, and closely held business owners planning for a liquidation event. The firm's mission is to establish meaningful, long-term relationships with clients based upon trust, mutual respect and enjoyment working together. McLaughlin Asset Management is based in Haddonfield, New Jersey and serves clients in diverse locations primarily in New Jersey, Pennsylvania, Delaware, South Carolina, Florida and in other states throughout the U.S.
Read moreCountry
State
New Jersey
Industry
Employees
1-10
Founded
1991
Estimated Revenue
$1 to $1,000,000
Social
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Co - Founder
Email ****** @****.comPhone (***) ****-****Executive Partner , Chief Operations Officer and Director Practice Management
Email ****** @****.comPhone (***) ****-****Managing Partner , Senior Wealth Advisor
Email ****** @****.comPhone (***) ****-****Director Wealth Management
Email ****** @****.comPhone (***) ****-****