Corporate Executive Consulting Group - UBS Financial Services Inc.
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McLaughlin Wealth Management Partners, part of UBS Financial Services Inc. in Boston, MA, is dedicated to providing customized wealth management solutions tailored to the unique goals and values of each client. Led by experienced professionals, including Daniel M. McLaughlin, CFP, and Catherine McLaughlin, CFP, the team emphasizes integrity, individualized attention, and a deep understanding of clients' financial priorities.
With over 40 years of combined experience in financial services, the team manages assets exceeding $400 million and is recognized for their exceptional performance, earning accolades from Forbes in their Best-in-State Wealth Management Teams for multiple years. Committed to fostering lasting relationships, McLaughlin Wealth Management Partners focuses on holistic planning and investment strategies that align with clients' aspirations for the future.
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