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Brophy Wealth Management, LLC

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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 all have real fears and uncertainty about the future and it is only through a deep understanding of one’s motivators can we successfully and confidently navigate clients through life events and help them realize greater satisfaction.

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

Our Promise Outstanding services.

 Fiduciary Responsibility

 

Our promise that we have and will continue to put your interest before ours.

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 Collaborative Approach

 

Partnerships with tax accountants, estate planners, asset managers and other financial professionals.

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 World Class Asset Managers

 

Institutional Portfolio Managers offered through our boutique approach.

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 Those We Serve

 

Unique individuals with complex needs, similar concerns.

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 Award Winning Service

 

Relationship based and long term goals oriented.

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  Referral Based Growth

 

Our continued success is based off of your continued satisfaction.

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Our Services
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Contact

Team Our team of professionals.

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Stephen Brophy

Senior Wealth Manager

CFP®, ChFC®, CPA*, PFS, MSFP
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Stephen Brophy

Additional Designations and Licenses: CLU®, ChFC®, AAMS®, CASL®, CRPC®, AWMA®, CRPS®, CMFC®, Series 7, Series 65, and Life, Accident and Health License

Education: Masters of Science in Financial Planning with a concentration in Wealth Management.

Bachelors of Business Administration with a Concentration in Accounting.

I have dedicated the last thirty years of my working life to helping people who came to me as strangers. Most often they were referred by a friend or family member. Our relationship started by working closely together to paint a picture of how they would like their future to look.  As a result of this collaboration, we have become partners on the road to achieving their dreams.

I draw on my experiences as a tax accountant, an auditor of cities and municipalities, and a manager of corporate finance. I incorporate the knowledge I gained in obtaining my undergraduate degree in Accounting, and my Master of Science in Financial Planning. I have put an emphasis on continuing to learn and master my profession as evidenced by the designations I have studied hard for and earned.

My greatest satisfaction comes from knowing that as a result of being a guide, and a confidante, I keep my clients eye on the prize, and witness the joy they experience when they accomplish their goals.

* Stephen A. Brophy, in his individual capacity, is a Certified Public Accountant ("CPA") licensed by the State of New Hampshire Board of Accountancy. While Stephen A. Brophy may provide clients with certain financial planning and tax-related advice as part of an advisory engagement with BWM he does not render separate accounting services in his capacity as a CPA

Check the background of this investment professional on FINRA's BrokerCheck.

Bio
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James Brophy

Wealth Manager

CFP®, CRPC®
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James Brophy

Phone: (603) 668-2303 ext. 214

Additional Designations and Licenses: Series 7, Series 66, and Life, Accident and Health License

Education: B.S. in Economics with a Concentration in Marketing from Bentley University

It was natural for me to have an interest in business, given that my father is a wealth manager and entrepreneur. Despite this, the decision to follow suit did not come easily. Still, I could not shake a curiosity for all things financial which led me to the business focused Bentley University, where I studied economics and marketing. I chose to study those subjects because at their core, they are about solving financial puzzles and understanding people.

During my junior year of college, I had the opportunity to intern at a wealth management firm near my college. That experience showed me that a wealth manager solves complex financial puzzles every day, and the puzzles they solve help people and change their lives. Those two pieces to being a wealth manager are things I'm very passionate about, and they are what led me to joining the team at Brophy Wealth Management, LLC. I continue working to deepen my knowledge of personal finance as a NextGen Advisor and a Financial Planning Association member.   I will coordinate these and other industry tools with my economics background to give the most benefit to our clients.

Check the background of this investment professional on FINRA's BrokerCheck.

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Luke Trotochaud

Associate Wealth Manager

CRPC®
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Luke Trotochaud

Phone: (603) 668-2303 ext. 206

Additional Designations and Licenses: Series 7, Series 63, 66, and Life, Accident and Health License

Education: B.A. in Criminal Justice from Plymouth State University

Finance may not have been how I started, but when I witnessed firsthand the financial struggles of my parents when their company stock tumbled, and their retirement assets diminished to seemingly nothing, my career path changed. As a result, I became determined to educate myself on how this could have been avoided and learn how to correct such an event on someone's financial situation.

The opportunity to start my financial career was at a large investment firm, where I was able to earn my licenses and was quickly promoted to a financial planning position. II provided guidance to clients on both their 401k plans, along with their brokerage assets for a total financial picture. By having knowledge of certain plan rules / and strategies I was able to provide holistic planning to clients that helped guide them to the best solutions based on their unique situations.

I'm pleased to be a part of Brophy Wealth Management, LLC, where we share many of the same core values; most importantly, putting the client first. I have always been passionate with helping others and being part of team that strives towards a goal. Working at Brophy Wealth Management, LLC I look forward to advancing my knowledge and sharing my expertise with our clients and team to improve the financial futures of our clients.

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Wendy Ludvigsen

Client Relationship Manager
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Wendy Ludvigsen

Phone: (603) 668-2303 ext. 204

Licenses: Series 7, Series 63

Education: Bachelor of the Arts in Psychology

I am a graduate of the University of New Hampshire where I received a Bachelor of Arts in Psychology. I have worked in the financial industry for over 20 years.

Over the course of my career, I have gained expertise working for several Fortune 500 companies. I focus on prompt answering of client inquiries and assisting in the servicing of accounts.

In my free time, I am an avid Red Sox and Patriots fan. I live with my family, 3 cats and a dog, in an ecologically friendly "Terra-Dome" or Earth Sheltered home in New Hampshire.

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Ashley Levasseur

Client Relationship Manager
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Ashley Levasseur

Phone: (603) 668-2303 ext. 212

Licenses: Series 6, Series 63

Education: B.A. in Communications from University of New Hampshire

After graduating from the University of New Hampshire at Manchester with a B.A. degree in Communication Arts in 2013 I entered the financial services industry and have since strived to stay current with ever changing industry trends. Being part of an entrepreneurial family has provided me an innate sense of work ethic and my role in the Brophy Wealth Management, LLC team has assimilated just that. I’m grateful to be part of a positive atmosphere of individuals who are dedicated to serving all our client needs.

Check the background of this investment professional on FINRA's BrokerCheck.

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Maureen Haas

Client Relationship Manager
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Maureen Haas

Phone: (603) 668-2302 ext. 215

With more than 25 years of experience in customer relations, the Client Relationship Manager position is a great fit for me. This role allows me to bring a positive attitude and warm, friendly demeanor to the work I do for clients and the Brophy Wealth Management team. I love being part of such a committed, knowledgeable group of professionals at a trusted and respected advisor's office where the client experience is the primary focus of each employee.

I love spending time with family and have a passion for fitness.

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Melissa Dery

Office Administrator
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Melissa Dery

Phone: (603) 668-2303 ext. 201

Education: Bachelor of Science in Business Management, Merrimack College

Eight of my twenty five years of professional administrative experience have been in the Financial Services industry, I feel right at home as part of the Brophy Wealth Management, LLC team. I enjoy being the welcoming presence in our office, from interacting with clients and visitors who call or come in, to coordinating schedules of our staff and clients alike. My unique position allows me to work with all of our clients as well as all members of the Brophy Wealth Management team and I am always happy to help and provide quality service with a smile.

Bio

Home

Phone Number:
(603) 668-2303

Toll Free:
(877) 345-8267

Fax Number:
(603) 668-2352

40 South River Road Unit 15
Bedford, New Hampshire 03110

bwm@brophywealth.com

 

Privacy Notice | Form ADV

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.

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