J. Nick McLaughlin counts 20+ years in the wealth management industry and holds a Series 65 license. Coming from a background in both institutional money management and the investment advisory space, Nick strives to commingle sophisticated strategies and planning with the professional client experience that delivers measurable value. Whether a client has a long runway before retirement or nearing the wealth distribution phase, Nick specializes in walking the client through the process of assembling a sound, yet flexible, financial plan that is updated regularly and adjusted as circumstances in life change.

An Orange County native, Nick grew up in Irvine and started his college experience at UCI before eventually transferring to Cal Poly San Luis Obispo. He earned his B.S. in Business Administration with a finance concentration.

Besides extensive experience working with high-net-worth individuals, Nick has worked as a stock and credit analyst, equity portfolio manager, and spent ten-years managing tax-exempt municipal bond portfolios.

Nick lives in the South Bay with his wife and two daughters. He is an avid skier, musician, and softball player.