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Services

Why Wealth Management

Clients come to create a vision of what they want to achieve with their wealth. The probability of achieving life goals like living comfortably throughout your retirement years, or to assure their children can afford a quality education are much greater when a comprehensive financial plan is developed and used as the basis of navigating financial decisions while accumulating wealth. 

Retirement Planning

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, estate planning, social security optimization, long term care needs, risk management and more.

Investment Management

We utilize our partnerships with best in class institutional asset managers to build and monitor portfolios that will fund your predetermined goals. Our asset managers oversee billions of dollars 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 investments are being monitored constantly by large and well-respected firms.

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 positively impact their family, their community and the world. 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.

Business Needs

We understand that as a business owner time and money can be in short supply. We help business owners create and maintain retirement plans that help them achieve their retirement goals and take care of their employees. We work to help business owners to create an exit strategy and for the liquidation of their business to create a major component of their retirement “nest egg”.

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 strategies and 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.

Education Planning

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bwm@brophywealth.com  |  (603) 668-2303