McLaughlin Asset Management, Inc.

www.mclaughlinassetmgmt.com

McLaughlin 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.

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McLaughlin 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.

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Country

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State

New Jersey

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Employees

1-10

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Founded

1991

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Partner , Chief Operations Officer and Director Practice Management

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner , Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Director Wealth Management

    Email ****** @****.com
    Phone (***) ****-****

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