Broker Check

Because Wealth Doesn't Come With Instructions

Life brings big decisions. We help you find clarity in the moments that matter most- so you can move forward with confidence.

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Who We Are
You’ve worked hard to build your life. Now what? 

Whether you’re preparing for retirement, navigating a major life change, or wondering what to do with an inheritance or business sale- you’re not alone. At Brophy Wealth Management, we help you turn financial questions into action plans. We meet you where you are, get clear on what matters most to you, and build a strategy that supports the life you want to live.

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Who We Help
We walk with you through life’s transitions.

Retiring soon?

Retiring soon?

Let’s map out your income plan

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Business Owner?

Business Owner?

We’ll help you prepare for what comes next

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Empty Nester?

Empty Nester?

It’s time to simplify and refocus

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Young Family?

Young Family?

Build a foundation for the future

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Brophy Wealth by the "numbers"
Trusted by Families, Guided by Purpose

We measure our success by the clarity and confidence our clients feel- not just the numbers on a spreadsheet. But numbers still matter. Here’s a look at what we’ve built-together- with our clients. Each number reflects a relationship built on trust, care, and long-term partnership.

0

COMBINED YEARS
OF TEAM EXPERIENCE

0

STATES WE
ARE LICENSED IN

0

MM+ IN ASSETS
UNDER MANAGEMENT

as of 7/30/24

Client/Prospect Rating

As part of our commitment to continuous improvement and providing exceptional service, we send out a survey following each meeting with our Wealth Managers. This survey is designed to gauge your experience and allow you to rate your interaction with our team. The results of this survey will give you insight into how satisfied people are with the service we provide.

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See Survey Results
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Our Process
You don’t need to have it all figured out. That’s what we’re here for.

We don’t expect you to come in with all the answers. Our process was designed to bring clarity and confidence to your financial life- no matter what stage you’re in.


Start The Conversation

We listen before we plan


Create Your Plan

We tailor strategies to your goals


Take Action Together

We stay by your side to adjust as life evolves

Learn About Our Process

What We Do
Clear strategies, Personalized advice. Real Results


Tax
Mitigation

Reduce taxes, not your goals

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Investment Management

Align your portfolio with your purpose

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Estate
Planning

Strategic planning to preserve everything you've built

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Risk & Insurance Strategies

Protect what -and who- matters most

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Education Planning

Fund their future without sacrificing yours

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Comprehensive Wealth Management

Clients come to create a vision of what they want to achieve with their wealth. The probability of reaching life goals—whether it’s enjoying a secure retirement, ensuring an exceptional education for their children, or leaving a lasting legacy—is significantly enhanced when every financial decision is guided by a carefully crafted, integrated strategy. Our approach is tailored for discerning individuals who understand that preserving and growing substantial wealth demands not only expertise but also a thoughtful, customized plan designed to navigate complex financial landscapes.

View Our Case Studies

Community Commitment

From Sponsoring youth programs to supporting families in transition, our team is proud to give back to the communities we serve.

See How We Give Back

Client Center

Already working with us? Head to the Client Center for account access, meeting scheduling, document upload, and more.

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Let's Start a Conversation.

No pressure. No jargon. Just a team that listens, builds, and supports you every step of the way. When you’re ready- we’re here.

Schedule Your Complementary Consultation Meet the Team