McLaughlin Private Wealth

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Mount Laurel, NJ
McLaughlin Private Wealth

A boutique wealth management firm helping clients Prepare for Tomorrow, Live for Today www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the sta

tes in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/19/2026

Investing in our clients starts with investing in ourselves.

This week, Michael McLaughlin attended the LPL Financial 2026 Business Leaders Forum at The Wharton School of the University of Pennsylvania, an invitation-only event focused on leadership, growth, innovation, and the future of wealth management.

Pictured with Michael are Roger Relucio, CFP®, CRPC™, Managing Partner at Breakaway Wealth Management, and Peter Vincent, EVP, Head of Advisor Success and Field Management at LPL Financial.

Opportunities like this allow the leaders of elite wealth management firms across the country to exchange ideas, learn from their peers in the industry, and challenge themselves to keep growing professionally.

We're proud to bring those experiences and insights back to the clients and families we serve every day.

06/16/2026

Many families spend years building wealth, but far less time talking about how it can support future generations.

Legacy, philanthropy, and preparing the next generation to inherit and steward wealth responsibly takes thoughtful planning and open communication. Every family approaches those conversations differently, which is why understanding the people behind the planning process matters just as much as the numbers themselves.

Monica Lupinetti, Partner & Private Wealth Advisor with McLaughlin Private Wealth, shares how relationships, trust and long-term commitment help families navigate those decisions with clarity and confidence.

06/12/2026

We're pleased to welcome Gavin McGovern to McLaughlin Private Wealth as a Private Wealth Paraplanner!

Gavin first joined us in 2024 as a Strategic Initiative Intern, spearheading a large-scale project for the firm. He returned in 2025 as a Private Wealth Management Intern, working alongside our client service and advisory team while taking on special projects. At every step, he brought a level of commitment and professionalism that made him a natural fit for our team.

A 2026 graduate of Saint Joseph's University with a major in finance and a minor in economics, Gavin earned Dean's List honors multiple semesters while tutoring fellow students in calculus. He also planned and led a charitable golf outing for his business fraternity, Delta Sigma Pi, benefiting children undergoing treatment at The Children's Hospital of Philadelphia, the kind of authenticity we value at our firm.

We're glad to have him on board full-time and look forward to the contribution he'll make for our team and our clients. Welcome, Gavin!

06/11/2026

The traditional 60/40 portfolio was built for a different era, with alternatives being a niche allocation. Today, for suitable high-net-worth investors, the classic fixed income allocation may no longer be sufficient to meet income and diversification needs.

The current market environment raises questions about the traditional portfolio built on public markets can best position clients to achieve their long-term goals. Alternatives provide access to parts of the economy that don’t trade on an exchange, offering potential for diversification, income, and inflation protection, with return patterns that are less correlated to public equity markets.

As with all investments, alternatives involve risks. However, at McLaughlin Private Wealth, after rigorous due diligence on every private market strategy we consider, they have become a core part of our approach to build resilient, long-term wealth for our clients.

05/28/2026

Respect is a core tenet of McLaughlin Private Wealth. We want our team and our clients to feel at home and at ease when they walk through our doors.

Private Client Service Associate Bridgett Pilla recently reflected on the culture that has shaped her experience with the firm, from open communication and accessible leadership to an environment where people feel genuinely valued both professionally and personally.

We believe strong relationships and strong teams are built through trust, communication, and a shared commitment to supporting one another. It’s a culture that has helped our team members build long-term careers and meaningful connections within the firm, our industry, the community and with our clients.

05/25/2026

This Memorial Day, we honor those who made the ultimate sacrifice on the battlefield to defend our freedom.

Your courage and dedication will never be forgotten.

05/19/2026

Behind every great client experience are people who genuinely care.

As a Private Client Service Associate at McLaughlin Private Wealth, Caleb's role is about more than logistics and coordination. It’s about people. Getting to know clients beyond their accounts. Learning about their families, their interests, the things they care about outside of finance.

Those conversations and connections are what make Caleb's work so rewarding and what makes him so valuable as an integral member of our team. They allow him to show up for clients in a way that is personal, attentive, and real.

At McLaughlin Private Wealth, great service isn't just about what we do — it's about how we make people feel and the relationships we build along the way.

05/15/2026

Today we’re celebrating Ronni Yates’ 9-year anniversary with McLaughlin Private Wealth.

As Practice Operations Manager, Ronni plays an important role in supporting both our team and the clients we serve every day. Her professionalism, dedication, and commitment to creating a positive experience for clients have made a meaningful impact over the past nine years.

We’re incredibly grateful for everything she brings to the firm and look forward to many more years ahead.

Congratulations, Ronni, and thank you for all that you do.

05/08/2026

At McLaughlin Private Wealth, we believe exceptional wealth management begins with exceptional people.

As our firm continues to grow, we are seeking an experienced Associate Private Wealth Advisor who is collaborative, proactive, relationship-driven, and passionate about delivering an elevated client experience as part of a high-performing team.

This is an opportunity to grow within a boutique private wealth environment serving high-net-worth individuals and families through a deeply personal, team-based approach.

If you are looking for an environment where your voice matters, your work has purpose, and your growth is encouraged, we welcome the conversation.

Visit our job listing for more details: https://www.linkedin.com/jobs/view/4396023413/

05/06/2026

Last week, Meaghan McLaughlin Reid attended the AdvisorHub Fourth Annual Women’s Advisor Summit in New York, along with a network of women across the industry who continue to raise the bar in wealth management.

It was a day centered around sharing perspectives, supporting one another, and having real conversations about growth, leadership, and the future of the industry.

Meaghan brought back lots of new ideas to our team – which is one of the most valuable parts of attending industry functions with colleagues, along with developing relationships that last well beyond the event.

She also didn’t pass up the chance to snap a photo with their CEO & Publisher, Tony Sirianni!

Address

10000 Midlantic Drive Ste 100W
Mount Laurel, NJ
08033

Telephone

+18562168444

Website

http://www.mclaughlinpw.com/

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