Chip Coughlin is a Wealth Manager with a passion for both helping people pursue their financial goals while seeking to protect their assets. By understanding each client's personal situation, goals, and risk tolerance, he helps guide clients through the accumulation of assets in their early years to the distribution phase in retirement. While he advises many groups of clients, he is most known for advising Physicians on how to develop strategies to help accumulate and protect their assets.
To work towards the best interests of his clients, Chip Coughlin received the Accredited Investment Fiduciary designation in 2016.
Additionally, he received the Accredited Asset Management Specialist designation from the American College in 1997. Chip has been a Wealth Advisor since 1983.