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.
View Top Employees from McLaughlin Asset Management, Inc.Website | http://www.mclaughlinassetmgmt.com |
Revenue | $872000 |
Employees | 10 (2 on RocketReach) |
Founded | 1991 |
Address | 20 E Redman Ave, Haddonfield, New Jersey 08033, US |
Phone | (856) 216-8444 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 32 Million |
Competitors | Biltmore Capital Advisors, LLC, Global Wealth Management, Krietzberg Wealth Management, Waypoint Partners |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The McLaughlin Asset Management, Inc. annual revenue was $872000 in 2024.
Ryan McLaughlin is the Co-Founder of McLaughlin Asset Management, Inc..
2 people are employed at McLaughlin Asset Management, Inc..
McLaughlin Asset Management, Inc. is based in Haddonfield, New Jersey.
The NAICS codes for McLaughlin Asset Management, Inc. are [52, 5239, 523, 52393].
The SIC codes for McLaughlin Asset Management, Inc. are [628, 62].