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Approaching 25 years of industry experience, a back ground in accounting, financial analysis, and enrolled in the CMT (Chartered Market Technician) program. I have a B.S. in Accounting From S.U.N.Y. Oswego. I have always been passionate about the financial markets and striving to complete the CMT by end of 2025. This accreditation will provide my clients with value through mastery of a comprehensive body of knowledge. I use an analytical approach to macroeconomic, fundamental, and quantitative methods.

Outside of work I enjoy running, golfing, snowboarding and reading.

I'm Trish, an LPL Wealth Advisor ready to help you.

my history and experience

Welcome to ClearBridge Capital Group. We understand that transitioning into and through retirement requires careful financial planning. We specialize in serving pre-retirees and retirees, providing comprehensive services to create your unique financial plan. We are committed to helping you create and maintain a secure and fulfilling retirement lifestyle. Our services range from insurance and annuities to tailored portfolio management, all designed to help you work towards your unique financial goals.

You've come to the right place & I am so glad that you are here!

Founder, CEO & Wealth Advisor

Trisha McMahon

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We believe in building long-term relationships based on transparency. We enjoy giving our clients thoughtful advice but also the knowledge they need to understand the complexities of the financial markets and how they may impact their savings.

To ensure our services are aligned with your long-term success, we utilize a fee-based model. A financial plan is provided for an ongoing fee, allowing for continuous support and adjustments. Our portfolio management fee is a percentage of assets under management, demonstrating our commitment to growing and preserving your wealth. We can discuss the specifics of our fee structure during our initial consultation.

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It is never too early to get started on your investment plans.

Tell us more about your goals, and we will get you started on a plan to work towards them.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.