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Doyle & Loughman Wealth Management

EST. AUM
$1,300,000,000

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4

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website doyleloughmanwmg.com
Client types

Overview

On July 29, 2026, Doyle & Loughman Wealth Management was acquired by Carson Group. With more than 165 combined years of experience, the team’s investment knowledge and modern perspectives support its role as a trusted wealth management team. Located on Centerra Parkway in the heart of the Upper Valley, the team serves clients locally and across the country. Its longstanding commitment to clients and the community guides its work with individuals and families across generations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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