WA Wealth Management

McLaughlin Wealth Advisor is an independent financial advisory firm based in Sacramento, CA, offering personalized wealth management and retirement planning services. With over two decades of experience, their team of knowledgeable advisors, including Patrick J. McLaughlin and Karin Owens, provide objective investment advice and strive to preserve assets while managing market risk. They specialize in managing assets in retirement, helping clients assess their desired lifestyle and income needs, and building and managing portfolios to meet those goals. Additionally, McLaughlin Wealth Advisor offers expertise in tax-free municipal bonds, providing clients with tax-efficient investment options. With a focus on integrity, transparency, and personalized service, they aim to empower individuals to build wealth and pursue their financial objectives.Generated from the website

David Santos is a Licensed Financial Representative with Primerica serving SACRAMENTO and its surrounding areas.