Brophy Wealth Management, LLC

“Because Wealth does not come with instructions”

General Information
Company Name
Brophy Wealth Management, LLC
Founded Year
-
Location (Offices)
Bedford, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
-
Funding Stage
-
Social Media

Brophy Wealth Management, LLC - Company Profile

Brophy Wealth Management, LLC is a United States-based firm with the motto "Because Wealth does not come with instructions." The company's philosophy centers around providing clients with the knowledge and guidance to manage their financial life and emotions tied to wealth-related decisions. Their services cover a wide range, including retirement planning, investment management, estate planning, charitable giving, business needs, insurance/risk management strategies, and education planning. Brophy Wealth Management, LLC believes in earning the trust of its clients not just through investment performance but also by understanding their goals, hopes, fears, insecurities, and beliefs. The firm is a Registered Investment Advisor and some of its representatives offer securities through APW Capital, Inc., Member FINRA/SIPC. With its commitment to understanding clients on a deeper level, Brophy Wealth Management, LLC sets itself apart.

Taxonomy: Wealth Management, Financial Advisor, Investment Management, Retirement Planning, Estate Planning, Charitable Giving, Business Needs, Insurance/Risk Management, Education Planning, Registered Investment Advisor, Securities, Wealth Management Philosophy, Client-Centric Approach, Emotional Wealth Management

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There is no investment information

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