Gretchen McLaughlin

Senior Vice President and Wealth Management Consultant

Gretchen McLaughlin is a Senior Vice President and Wealth Management Consultant at Allworth Financial. A seasoned financial professional with extensive experience in wealth management and client advisory services, she helps high-net-worth investors navigate financial planning with strategic insights and personalized guidance. By leveraging her robust background in investment strategy and client development, Gretchen blends technical expertise with a client-first mindset, focusing on customized investment strategies, tax efficiency, and wealth preservation.

Prior to Allworth, Gretchen held leadership roles at Wealth Enhancement Advisory Services, RMB Capital Management, Wells Fargo, UBS, Merrill Lynch, Morgan Stanley, and Guggenheim Partners. She holds a bachelor’s degree in history and Spanish from Middlebury College and has served on various boards, including the Denver Athletic Club and ACE Scholarships.

Complex financial situations demand a thoughtful, sophisticated approach. I focus on delivering customized investment solutions that not only meet a high-net-worth investor’s immediate needs but also optimizes their portfolios for long-term success.

Gretchen McLaughlin, Senior Vice President and Wealth Management Consultant

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 32,000+ Clients²

years in business $35 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Gretchen McLaughlin

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About Allworth