Matthew
Mclaughlin

Savior Wealth

CRD#4066278
Investment Advisor
in Foxboro, MA

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About this Advisor

Matthew Mclaughlin is a financial advisor based in Foxboro, Massachusetts, working with Savior Wealth. Matthew has previously held positions at Massmutual Life Insurance Company, Mml Investors Services LLC, Securities America, Inc, Savior Wealth, The Patriot Financial Group, and Lpl Financial, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Matthew is part of Savior Wealth, which operates out of Foxboro, Massachusetts. The firm has 1 office and 5 employees. The firm manages assets totaling $101.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Savior Wealth includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

132 Central Street Suite 208
Foxboro, MA 02035

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Savior Wealth Brokerage Details

Total Assets Under Management

$101,515,957

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

307

MA Average: 4,567
Average Account Size

$330,671

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Matthew Mclaughlin Work History

2022 - Present (2 years)

Savior Wealth

2018 - 2022 (4 years)

Securities America, Inc

2017 - 2022 (5 years)

The Patriot Financial Group

2017 - 2018 (1 year)

Lpl Financial, LLC

2013 - 2017 (4 years)

Massmutual Life Insurance Company

2013 - 2017 (4 years)

Mml Investors Services LLC

Disclosures

Please visit the SEC profile of Matthew Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Savior Wealth

Matthew Mclaughlin
Foxboro, MA
Sandy Capobianco
Wellesley Hills, MA
Rhonda Bernier
Hanson, MA
Todd Ingwersen
Wellesley Hills, MA
Jude Kostas
Wellesley Hills, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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