McLaughlin Asset Management, Inc.

Registered Investment Advisor

Our Services

Tailored Solutions for Lasting Financial Success

At McLaughlin Asset Management, Inc., we offer a suite of comprehensive financial services tailored to meet the diverse needs of our clients. Whether you’re navigating complex personal finances, managing a small business, or looking for a bespoke investment strategy, our expertise is at your disposal. 


Here’s an overview of our primary services:

Financial Planning & Wealth Advisory

We believe that effective financial planning is key to long-term success.

Detailed Financial Assessments

We review your current cash flows and financial projections to ensure a thorough understanding of your financial state.

Goal Setting

Develop objectives, complete with detailed Investment Policy Statements tailored to your life stage and financial goals.

Risk Management

Tailored strategies to align your investment policy with your spending needs, income tax considerations, and estate planning goals.

Total Wealth Approach

We optimize your entire financial picture, including real assets and potential liabilities, ensuring that all assets are working towards your objectives.
Portfolio Management

The portfolio management approach is the cornerstone of successful wealth management.

Customized Portfolio Strategies

Each portfolio is uniquely tailored, emphasizing individual stocks and bonds to enhance control and efficiency.

Active Management

Leveraging insights from leading research firms, we engage in rigorous portfolio construction and risk management, aiming to generate alpha and optimize risk-adjusted returns.

Life-Cycle Customization

We adjust your investment strategy based on your specific phase in life, balancing the need to maximize returns, minimize risks, and maintain spending power.

Continuous Monitoring

Regular review and realignment of your portfolio to adapt to market changes and personal financial shifts, ensuring your investments continue to meet your evolving needs.

Efficient Investing

Net investment expense and tax efficiencies are critical factors to maximizing your investment returns.

Bond Ladders

Our custom bond ladders are designed to reduce investor expense, protect principal, and provide steady cash flows, while maintaining flexibility across different interest rate environments.

Asset Location Strategies

Strategic placement of investments across different account types designed to reduce taxes, enhance spending capabilities, and provide better intergenerational wealth transfer outcomes.

Tax-Loss Harvesting

Proactively managing your portfolio to effectively reduce taxable income without compromising growth, enhancing your after-tax returns.

Retirement Planning for Self-Employed and Small Business

Tailored retirement plans to enhance outcomes.

Customized Retirement Solutions

Tailor-made retirement plans designed to meet the specific needs of your business and employees, enhancing benefits while managing costs.


Assistance in establishing and managing i401(k) plans, SEP IRAs, and SIMPLE IRAs that provide flexibility and tax advantages for both employers and employees.

Ongoing Plan Management

Continuous monitoring and management of retirement plans to ensure they remain aligned with objectives.

Family Office Services

Comprehensive management solutions for ultra-high-net-worth families, focusing on preserving and enhancing intergenerational wealth.

Investment Management for Financial Planning Firms

We also extend our expertise to other advisory firms.

Model Portfolio Construction

Building and managing model portfolios that can be employed by other advisors.

Discretionary Portfolio Management

Acting as a sub-advisor, we manage portfolios with discretion, and provide robust back-office support.

Strategic Consultation

Offering expert advisory support to enhance investment strategies, refine asset allocation, and optimize client engagement and satisfaction.

Empower Your Financial Future Today.

Contact us today to to explore how McLaughlin Asset Management, Inc. can enhance your financial strategies and help you achieve your investment goals with precision and personalization.

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