Brophy Wealth Management, LLC

Brophy Wealth Management, LLC

Financial Services 40 S River Rd 10 employees ABOVE
Employees
10
Contacts
1
Phones
1

Brophy Wealth Management, LLC Overview

Headquarters
40 S River Rd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
10
Stock Symbol
ABOVE
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Brophy Wealth Management, LLC

The Brophy Wealth Management, LLC Purpose “Because Wealth does not come with instructions…” Not only do these words ring true with many of our clients, they are the driving force behind our firm’s philosophy and commitment. With every interaction, Brophy Wealth Management, LLC seeks to provide clients with the knowledge and guidance to help them manage both their financial life and the emotions tied to wealth related decisions. We believe the trust of a financial advisor is earned not only through the performance of investments, but through the connection that occurs when we truly understand our client’s goals, hopes, fears, insecurities, and beliefs. Our Services include: Retirement Planning, Investment Management, Estate Planning, Charitable Giving, Business Needs, Insurance/ Risk Management Strategies, and Education Planning Brophy Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of Brophy Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/ SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Brophy Wealth Management, LLC is independent of APW Capital, Inc. Check the background of this firm on FINRA’s BrokerCheck. Securities are offered to residents of AL, AZ, CA, CT, FL, GA, IA, MA, MD, ME, NC, NH, NM, NY, OH, PA, RI, TN, TX, VA, VT, WI.

Brophy Wealth Management, LLC Contact Details

People in AeroLeads
3
With contact data
1
Phone contacts
1
33.3% coverage

Brophy Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® Founder & Managing Partner at Brophy
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Jennifer Lariviere Client Relationship Manager at Brophy
Phone
Luke Trotochaud, Cfp®, Crpc® Wealth Manager at Brophy Wealth
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Employees by Management Level

Manager 3 profiles
Executive 1 profile
Individual contributor 1 profile

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