Broker Check

Client Center

Secure Access. Ongoing Support. All in One Place.

Already part of the Brophy Wealth community? Welcome back.

This is your hub for checking in, checking balances, uploading documents, and staying connected. We’ve made it easy to access your accounts and reach our team—because we believe financial guidance should feel as organized as it is personal.

Account Access
Log Into Your Accounts

Use the links below to securely access your financial dashboards.


Wealth Management Portal
Login to MainAccount

Document Vault
Secure File Upload

Custodian Login 
Access Your Schwab Accounts

Need help with access? Contact us at (603) 668-2303 or bwm@brophywealth.com 



Need to Meet With Us?
Whether it’s your annual review or a life update you want to walk through, we’re here. Use our secure scheduler to book time with your advisor.

Schedule My Meeting

What to Expect as a Client
New to Brophy Wealth? Here’s What You Can Expect

Your first year with us comes with:

  • A guided onboarding process
  • Clear steps and regular check-ins
  • A dedicated Client Relationship Manager
  • Ongoing education and support

Download “What to Expect” Checklist

Learn About Our Process


Videos

Social security

Social security

What You Need To Know

Watch Video
Medicare 101

Medicare 101

Understanding The Basics

Watch Video
Long Term Care

Long Term Care

Are You Prepared For The Costs of Long-Term Care?

Watch Video

Want to See More Of Our Videos?

Check Out Our YouTube Channel: Brophy Wealth Management, LLC YouTube

Current Thinking Of Our Investment Manager Partners

Useful Calculator Tools

Estate Strategy

Estate Strategy
Learn more

Capital Gains

Capital Gains
Learn more

Life Insurance

Life Insurance
Learn more

Retirement

Retirement
Learn more

Inflation

Inflation
Learn more

Cash flow

Cash flow
Learn more

Social Security

Social Security
Learn more

College Planning

College Planning
Learn more

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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