McLaughlin Asset Management

At McLaughlin Asset Management, Inc., we are a family-oriented firm dedicated to providing tailored financial strategies and a disciplined investment approach to help our clients succeed over the long-term. Our team of experts, led by Co-Founders Donald A. McLaughlin and Ryan J. McLaughlin, and Senior Wealth Manager James E. Keene, specialize in portfolio management for individuals, households, trusts, and charitable organizations.

With a commitment to transparency, personalized strategies, and fiduciary responsibility, we set ourselves apart from other financial advisors. Our approach is built on a clear and effective investment strategy, focusing on direct management of investments, leveraging insights from leading research firms, and minimizing reliance on external funds. This approach enhances financial growth, reduces expenses, and ensures that investments are positioned to grow wealth and minimize taxes.

Our Services

Our team offers a comprehensive range of services, including investment portfolio management, estate planning and wealth transfer, tax-efficient strategies, and retirement planning. Our investment portfolio management service crafts bespoke investment portfolios with a strategic, long-term approach, integrating sophisticated risk management to align with our clients' personal financial goals and risk tolerance. Our estate planning and wealth transfer service navigates the complexities of estate planning and intergenerational wealth transfer with tailored strategies that ensure our clients' legacies endure and align with their family values. Our tax-efficient strategies maximize returns through comprehensive, tax-efficient strategies that optimize financial assets and reduce tax liabilities. Our retirement planning service secures clients' futures with personalized retirement planning that addresses their unique lifestyle goals and financial needs, ensuring a comfortable and sustained quality of life.

Our Commitment

At McLaughlin Asset Management, Inc., we are committed to our clients' success and well-being. We operate with a high degree of personal accountability, putting our clients' needs first and providing a personalized approach to financial planning. Our team is dedicated to guiding, advising, and celebrating our clients' financial successes, and we strive to build long-term relationships built on trust, respect, and open communication.