Dear Client,
As an investment adviser registered with the Securities and Exchange Commission (SEC), we’re sharing our current Form CRS (Customer Relationship Summary), which describes our advisory services and brokerage services provided.
We’re also sending you our Form ADV (Disclosure Brochure), which provides further details about our advisory services, potential conflicts, and the fees we charge.
We also encourage you to view our Privacy Notice and Policy and other disclosures and important information.
Regards,
Your Brophy Wealth Team