Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
The Business Cycle
When Markets React
Charitable Giving: Smart from the Heart
“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.
No two people are alike, but we have found that the clients of Brophy Wealth Management, LLC have similar concerns when it comes to their financial life.
Our clients are financially savvy; they have a focus on saving, are serious about their wealth and understand that with wealth comes responsibility. These clients understand that in order to create a successful financial future, they require the expertise, experience and understanding of a financial advisor.
Some clients have a great interest in money and wealth and want detailed explanations of markets and economic resources. Others have no interest in to the inner workings of investments and economics.
During Brophy Wealth Management, LLC 30 years of service we have built a trusted advisor relationship with our clients that spans decades. We are here to support our clients through their major life changes from marriage, a growing family, college, buying a home, divorce, retirement and the passing of a loved one. We are honored to often be the first ones called when these life events happen.
Our clients reward us by referring us to their friends and family.
One way we demonstrate a high standard of quality and fiduciary responsibility is through our advisors obtainment of professional designations. The advisors at Brophy Wealth Management, LLC hold, or are candidates for, the designation of CERTIFIED FINANCIAL PLANNER®.
The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice. As CFPs, they are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. This includes always putting clients’ interests ahead of their own.
CFP Board’s Standards of Professional Conduct
CFP Board’s Code of Ethics
Like most people, many of our clients worry about volatile markets. How will volatility impact their wealth now and their future goals? One aspect of our value proposition is to help manage portfolios in volatile markets and help clients manage emotions that could lead to making decisions which adversely affect achieving their future goals.
We partner with best in class institution asset management firms to design, build and manage client portfolios. Examples of these partners include; City National Rochdale (NYC), Morningstar Managed Portfolios (Chicago), Clark Capital Management Group (Philadelphia), Savos Investments (Los Angeles) and State Street Global Advisors (Boston), among others who have in excess of a billion dollars under management.
This partnership gives our clients access to the expertise and technology only found in large “Wall Street” firms while also giving them the tailored and boutique approach.
Senior Wealth Manager
Client Relationship Manager
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.