We here at Brophy Wealth Management, LLC (BWM) wish you a safe, healthy, and happy 2021.There seems to be light visible at the end of the tunnel regarding the pandemic and missing loved ones, market volatility, and inconveniences that resulted from it.
Here at BWM light did pierce these clouds. We have continued to explore alternative approaches to delivering service and information to our clients. For example, early on we added links to our website to give you access to timely economic and market data as supplied by our institutional money manager partners. Perhaps the most obvious change was the use of Zoom (had you even heard of Zoom prior to the pandemic?) to conduct client meetings. We did a beta test of a virtual client event which included a market update from a lead portfolio manager and a virtual wine tasting! We are looking to bring similar types of events to more clients. If you would be interested being invited to attend an upcoming event, please go to our Facebook page and look for more announcements of what is upcoming.
Since we do not know how long social distancing will impede us from having in person meetings, we will be introducing more virtual tools to keep you current and informed. In the spirit of not allowing a pandemic to keep BWM from supplying your current information we have hired a consultant to design ways to communicate in addition to face-to-face, telephone, or email communications. For instance, we will start posting on our website 2-minute videos on subjects relevant to you. We will be updating our website more often with the economic and market updates from the institutional money managers BWM partners with. We are also excited to say that we are building out our Facebook page to post things about the BWM team as individuals! We hope to show the human side of us which I am confident will make you even more pleased to call us your wealth management team.
We are delighted to announce the merger of Grodman Financial Group, LLC (GFG) and Brophy Wealth Management, LLC (BWM)! This is a combination of two premier wealth management firms each with about 35 years of experience as trusted, competent advisors to our clients. While the current clients of BWM will continue to be serviced by their existing team and GFG clients will be serviced by their team, I am convinced the real beneficiaries of this combination will be our combined current and future clients.
Luke Trotochaud recently passed the requirements to be a Certified Financial Planner (CFP). CFP® professionals are held to rigorous ethical standards, including the requirement that they act in the best interest of their client when providing financial planning services. BWM’s next generation of CFPs will enhance their understanding of complex wealth management strategies by combining their education and training with the experiences of Steve Brophy and Brian Grodman, who have 70 years of combined experience. We are most excited about the combination of talent this merger brought about.
There is even more good news to follow. For now, we again wish you a healthy 2021 and we look forward to continuing to serve you. Even with the uncertainties surrounding us, you can depend on BWM to stand with you shoulder to shoulder to lead the way to achieving your financial goals.