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
- Website
- brophywealth.com
- Industry
- Financial Services
- Employees
- 10
- Stock Symbol
- ABOVE
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
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 | Location | Contact |
|---|---|---|---|
| Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® | Founder & Managing Partner at Brophy | Greater Boston, United States |
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|
| Jennifer Lariviere | Client Relationship Manager at Brophy | Greater Boston, United States |
Phone
|
| Luke Trotochaud, Cfp®, Crpc® | Wealth Manager at Brophy Wealth | United States |
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|
Employees by Management Level
Manager
3 profiles
Executive
1 profile
Individual contributor
1 profile
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