A native New Englander, Nathan O’Loughlin grew up in Dunstable, Massachusetts. Sticking close to his roots, Nathan pursued his higher education at Northeastern University in Boston, Massachusetts, where he graduated with a dual major in finance and entrepreneurship. This experience can be considered the genesis of Nathan’s current role as founder and managing partner of Lignum Wealth Management in Wakefield, Massachusetts.
Nathan is much more than your experienced wealth management professional, however. Beyond the walls of Lignum Wealth Management, he enjoys spending time with his family and working within his community. Nathan resides in Bedford, Massachusetts, with his wife, Tara, and three young sons: Liam, Finn, and Tate. Tara enjoys her time as a Barre instructor and running her lifestyle blog while the boys keep busy being boys. Never a dull moment there! Together they enjoy going to the beach, hiking, biking, skiing, going to the movies, and spending time with their friends and family.
When he can find a moment for himself, Nathan likes to get out on the golf course, hit the slopes, keep an eye on the Boston sports landscape and think about real estate opportunities. One of his great passions is classic cars and motorcycles. Something that he has been involved with since he was a child, today Nathan is lucky enough to share those passions with his three boys. Giving back to the community where he and his family are growing is also very important to Nathan. He is an active member in the Bedford Rotary Club where, besides from the day-to-day activity he is involved in, he and his family are able to volunteer and participate in such events as Meals for Kids, the Kids Helmet Giveaway, and Breakfast with Santa.
Prior to founding Lignum Wealth Management in 2013, Nathan honed his expertise at Ameriprise Financial Services, where he spent 11 years focusing on charitable giving, education planning, retirement income strategies, estate planning, and investments. When working with and advising a client, Nathan likes to base decisions around Family, Occupation, Recreation, and Money.
Nathan’s approach is to focus on the money aspect of this equation allowing his clients to optimize their family, occupation, and recreation. These beliefs and approach have enabled Nathan to help his clients work toward financial stability now and into the future for the last five years at Lignum Wealth Management but also build solid relationships based on communication, understanding, integrity, and trust. Today, Nathan applies his 16 years of experience focusing mainly on retirement income planning and business planning.
Professional Certifications/Qualification and Recognitions:
- FINRA Series 7 and 66 securities registrations
- (12x) Boston Five Star Wealth Management Award*
- Chartered Mutual Fund Counselor
*2013-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February, 2024 based on data gathered within 12 months preceding the issue date. 4,421 Boston-area advisors were considered, 580 advisors were recognized (13% of candidates). Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.