You have worked hard to amass significant wealth and are now positioned to reap the benefits for the remainder of your lifetime and beyond. You want to be able to maintain a comfortable lifestyle now and in retirement without worrying about eroding your nest egg. We at Brophy Wealth Management, LLC will utilize our powerful technology, professional partnerships, and extensive education and experience to help you achieve that goal.
We understand you are not looking purely for fund performance or asset management. You want a personal and professional advisor who is focused on your goals, fears, and emotions.
Wealth does not come with instructions, but with a personalized, tailored vision and plan, it can be mastered. This mastery is achieved by employing years of experience, education intensive designations, world class asset managers, cutting edge technology, and professional contacts including tax accountants and estate attorneys. These tools allow for tax mitigation, sufficient estate planning, social security optimization, long term care needs and more.
We utilize our partnerships with world class asset managers to build a portfolio that fits your needs. Our asset managers have billions of dollars being managed in active and passively managed funds. By partnering with these asset managers, we are able to put all of our focus on you, the client, and you can be assured that your funds are being monitored constantly by large and well-respected firms.
Insurance/Risk Management Strategies
Even with a strong retirement plan and significant wealth, the unexpected can happen. At Brophy Wealth Management, LLC, we offer multiple products that can mitigate the impact of the unexpected on your retirement plans and on your loved ones. Because we are independent advisors, we are truly able to help you find the best product for your needs. These include life insurance, annuities, long term care, and more.
Estate, Charitable, and Legacy Planning
Many clients have realized they have enough wealth to satisfy their long term goals, and wish to use the remainder to impact their family, their community and the world in a positive way. Through our advisors education, experience, and professional partnerships with tax accountants and attorneys, we create plans that seek to have the greatest impact for your family or chosen charities.
At Brophy Wealth Management, LLC., we will help navigate you through the many education planning options available. This includes finding products and funding methods that will have the least impact on your long term goals.
We help business owners with their fiduciary responsibility to build and maintain company retirement plans. We also help service these plans through periodic on site meetings with enrollees. We also work with large established retirement plans as an independent voice who helps educate employees on the plan.