What our clients say

It was great and as always very informative. Thank you for taking the time to answer all of our quesrions.

James started by recapping our last meeting, giving me the confidence he pays attention and is well prepared. He immediately updated the records with the new info and showed us an updated projection. James is a very good listener, and was able to make changes on the fly and show us various scenarios we were interested in. He is very personable and seems to understand the phase in life we're in and provide guidance and support. We love working with James, he provided us the reassurance we needed to plan and dream our retirement.

James answered all of my questions and reassured me on my wealth.

A very good Zoom meeting with Michael. He is well prepared and I appreciate how he follows up quickly with comprehensive meeting minutes.

Good job adjusting to all our changes and trying to come up with borrow scenarios to purchase land. Fingers crossed.

Always learn and understand information from the knowledgeable and friendly Brophy Team!

Comprehensive, reassuring, and thoughtful as usual.

Excellent meeting, well organized and informative. And I appreciated receiving the meeting summary promptly.

Luke was able to answer our questions and we agreed on a beneficial action plan.

Very informative meeting, conducted in a professional and confidence-inspiring manner. Thank you!

Good meeting👌👌👌

Luke provided good information and showed us a few options that will be helpful for us in retirement.

Luke is great. Terrific breadth of knowledge. Should be made partner.

Such a pleasure meeting with Luke. All questions were answered in a kind and professional manner. After the meeting, I am always put at ease re issues discussed.

A plus. We achieved all items on our agenda.

Good review and future projection. Thanks Luke

Luke explains financial report and factors effecting market well. I feel confident he has my best interest in mind regarding my financial health.

We typically avoid financial conversations and the Brophy team created a comfortable space for our retirement planning conversations. They are well educated, clear communicators, and we left feeling informed, educated, and clear on our options minting forward.

He was great to work and talk too. Very helpful Thank You

James is always well prepared with the information I need to compare our portfolio year to year. He also anticipates our needs for the coming year and is ready to discuss any other issue of importance. We are so satisfied that we have set up a meeting with him and our son and his wife to handle their investments as well

Luke and the entire team always do a great job of helping us reach our financial goals.

James showed a very good knowledge of our assets and made very good recommendations for us going forward. it was a very satisfying meeting.

Our meeting with James was very good! We have no concerns at all.

Excellent update from BWM. Always appreciate a review of the overall market and how our various companies are currently performing, as well as future guidance for our investments and life planning.

James covered all our financial accounts and answered all our questions. Everything was great.

As always, James is on the mark with our goals, questions, and anything else we have to speak with him about. We cannot thank him enough for keeping us on the straight and narrow through all of our finance needs... Grateful for Brophy wealth Management

Good communication and alignment. It is good to know when you have questions it is ok and encouraged to ask.

I so appreciate the time you took to meet with me. I received some great information and feel more confident in moving forward with my retirement planning.

Great Advice

Luke is so helpful . I appreciate all his time and effort . Since I’m a non tech senior who knows nothing. Very patient.

I always enjoy chatting with James. I feel like my investments are in good hands!

very professional and informative

Luke is always knowledgeable and helpful. I look forward to our next meeting

Meeting was very good.

Luke was extremely helpful and gave great advice regarding what financial resources to use to pay off a mortgage.

The office is always so friendly, Luke is especially helpful and knowledgeable willing to explain everything to us.

Always an enjoyable and educational experience on my end. Luke takes the time to listen to my needs and provides insight from his knowledge and other clients experiences.

Always informative.

Luke did a great job of explaining and reassuring. We feel well positioned and as secure as possible. Thanks

WONDERFUL MEETING

As usual, James did a great job explaining things to us and setting up a future course of action. Top notch investment plan and estate planning, both my wife and I could not be happier!

Very good James is always good to deal with. He has good ideas and takes into account the concerns and input from his customers [:-)

It was a pleasure to meet with Luke and Mike.

Steve has always looked out for my best interests. He's professional and thorough and explains the details.

The Brophy Wealth Management team is exceptional. They listen to their clients, explain market trends, provide sound advice & most all of all support their clients. We highly recommend this team.

A very satisfying meeting with Michael. He answered all my questions, listened patiently and carefully, didn’t seem to mind repeating what I didn’t understand.

It’s always a pleasure to see and talk to everyone in the office. My meeting with James was excellent, not only in substance but also for the opportunity to see recent pictures of his children.

Great discussion and information exchange with James and CPA Nichole. Much appreciative for guiding our financial future.

Luke, as always did a great job.

I am very happy with having Luke as my financial advisor. It was a pleasure speaking with him, as usual.

James was polite and friendly. He answered all my questions and gave advice on the best course of action for future benefits.

Excellent. Clear review of position and goals. Presented new offering for consideration with pros and cons and no pressure. High confidence in them.

My meeting was very good. James is very good at explaining how the investments are doing, suggesting changes when needed and very capable and knowledgeable in how to handle my affairs.

Always a great experience meeting with you

Luke is top notch and very pleased with keeping us on track and grounded.

My meeting with James was delightful and always informative. He explains things so clearly for me. He is a wonderful young man!

Luke was well prepared and always presents himself well with a few laughs and answered our concerns

As always very informative and good communication happening between us [:-). Well prepared

It is always a pleasure talking with James Brophy.

Happiness is increasing net worth! Well-presented in just enough detail for us.

Very informative .

Luke was right there and handled all my concerns. He gave me the good advice on how to handle finances.

James is outstanding and always a pleasure to work with. He is very professional and always willing take the time to answer any question. I truly appreciate his dedication and collaboration.

Doing a good job with my money a pleasure to meet .

Great meeting, I appreciate the time and answers tailored to our situation.

We are delighted that you are handling our financial needs. James was so well-prepared for our meeting and explained everything well. We are pleased that Brophy will continue to work so well with us in the future. Thanks.

Luke was very helpful! He gave me great advice.

Excellent. Staff is always prepared to give the best service possible.

Is was in lighting to see the options the could utilize.

Michael listened well, answered all of my questions, asked good questions and sent me an excellent summary of our meeting

Luke is awesome!

Very pleasant and informative meeting with Michael.

Sincerely appreciate Luke's expertise and guidance as we continue to navigate many financial questions. He's highly experienced, professional, knowledgeable, and provides options as we navigate through our finances, today and in planning for the future.

Very professional, informative & puts us at ease. As always!

My recent meeting with Luke was productive and I appreciated the detailed email summary of the meeting.

Had a nice update with James.

The meeting was productive, open and informative as usual. Thank you

Great meeting. Thanks for the summary and action items.

We were very happy at this appointment. We got all the information we needed very informative. We got all the time we needed to ask questions and to get information about our investment. Thank you so much

Steve and James were well prepared having read our documents ahead of the meeting. Discussion was focused on our issues of concern and specific approaches were proposed.

It is such a privilege to work with Luke. True professional and very knowledgeable. It’s a learning experience each time we meet. Thank you

Luke was great at explaining annd managing all our financial transactions and implications.

Luke is extremely informative and has a wealth of knowledge and experience. Sincerely appreciate all of his time and assistance in helping us with our financial planning. Maureen is also always so professional and very personable, and ensures that everything is completed. What an amazing team!

We had a wonderful meeting with James and Luke. We are excited to work with Brophy Wealth Management. Thx for your help and guidance as we go through this difficult process.

Outstanding issue was resolved.

We covered the area's of concern and received the answers we needed. Well done.

Excellent meeting with James, as usual! He is always so reassuring and professional! It is always a pleasure to meet. We recommend Brophy Wealth Management to all of our friends and family.

Very productive meeting. We're confident about where we're headed. James was very helpful.

My wife and I met with Luke on Wednesday, May 21. It was an excellent meeting. Luke very patiently answered all of our questions and clearly explained, to us, the status of our account and the rationale for the allocation of funds. We are most grateful for Luke's kindness and expertise. We also want to thank the entire staff at Brophy Wealth Management for your outstanding service.

Always a pleasure!! Questions answered in a kind and professional manner.

Luke is always honest and to the point while friendly at the same time! Always great advice!!

Luke was very helpful. Thank you.

Excellent discussion with James.

Great first meeting w Steve. Very knowledgeable. Walked away feeling better that he thinks he can help get us on an enjoyable future.

Enjoyed our meeting w James. Very informative. Great first mtg.

James he’s very personable and very knowledgeable. I always come back from my meetings with him feeling a lot better.

Luke was very informative and helpful…good meeting.

Educational. Due to the current situation it was helpful and reassuring.

Great advice as always and fully customized to our unique situation.

Luke listened and answered my concerns. He explained the status of my portfolio in understandable language. Overall,hemade me feel more comfortable in these financially unpredictable times. He is an asset to your company.

Great. -but I need James' email

well coordinated with excellet guidane provided

I felt comfortable and sure that I’ll get good advice.

Always good to talk to Brian and his team!

Very helpful. Knowledgeable agent. Positive++++

We received all the personal attention, time and information we needed. We are very confident that Brophy financial services are the best for us.

I really appreciate the expertise and recommendations that Luke gives me. I feel in good hands.

Very productive and enjoyable meeting with Brian and James.

I am very satisfied with my meetings at Brophy Wealth. The transition from Grodman Financial to Brophy Wealth has been a smooth one and the service is personal and detailed to suit each individual client's needs.

excellent, informative and respectful meeting. Answered allmy questions, made some interesting suggestions to consider, felt no pressure to hurry with answers.

James is wonderful and explains everything well.

James was thorough and professional as usual.

Have been with you for many years. Very happy

Excellent. Very clear, helpful, and productive. Thank you!

Thank you James for assisting with my retirement roll over. You made everything clear and answered all my questions. You had everything prepared months ago so the transition was smooth.

James was very good. He answered all our concerns and questions about our finances. Hopefully the stock market stays on the plus side and we will all be happy.

Who could be any luckier; I have Brian, James, and Brett all looking after my financial well-being!!! Thank you all so very much.

Brian, Luke and Brett are a top notch team. Thanks for taking good care of us.

I would give James 10 stars. He is so very helpful and patient with me. I am so grateful that he is on my side. Thank you.

had to confirm again what was being suggested

The continuing support from Steve Brophy and staff during this time of transition in our lives is most appreciated.

It's always informative and interesting when meeting with Steve and James. They are both very well informed about what is going on in the investment world.

This was a phone meeting. James answered our questions and provided the help we needed in deciding about future pension benefits. Thank you, James!

It's wonderful talking to Brian and Luke. I could not be in better hands.

James answered all my questions

Love Brian and Luke!

Good meeting

Thanks James.

James answered our questions to our satisfaction. He covered moving funds around to better serve us in the future. It was a very informative meeting. Thank you James.

Five Star!! Well done, enjoy working with you.

Our meeting with Luke this past Monday went very well. Luke is very professional, very knowledgeable and always willing to help. Thank you so much, Luke!

Met with Steve and Luke very informal and informative enjoyed our visit.

As always James is very through and professional

My meeting with Luke was very productive and I look forward to continuing the relationship

My wife and I enjoyed a very productive meeting with Brian and Luke. They answered our questions and concerns and gave us some very good options to consider. We are very grateful for their time and for the good advice they offered. We are very confident that our portfolio is being carefully monitored and that good decisions are being made on our behalf. Thank you!

James was thorough and concise - exactly what I wanted.

Good and productive meeting.

Brian, Luke, and Michael were very helpful and knowledgeable, and Brian was voted best dressed!

As always, Meeting was pleasant and very informative. Brian, Luke & Brett...Thank you so much.

Great meeting with James. Always appreciate his help and advice and insight.

Luke has been very helpful. I really appreciate him guiding me on the decisions I need to make.

LUKE WAS FABULOUS!!!!! THANK YOU SO VERY MUCH!

Meeting fulfilled all of our goals for investments analysis and decision making regarding questions centered around change recommendations. James indicated meeting minutes to be transmitted electronically. We await that.

My meeting with James went very well. He was prepared, concise and able to address the current and mid term market.

James is great at giving g us "just enough" info. Always a pleasure.

Very Personable, knowledgeable, helpful, and competent.

Upon arriving, we were greeted warmly. Shortly thereafter, we were escorted to a meeting room (little wait). James arrived shortly thereafter, and our meeting began. James took the time to answer each of our questions and concerns and made sure that we understood his answers. We left feeling very satisfied.

Excellent session with James! As always.

We were seen by 3 advisors, updated on accounts and questions answered.

As always, James was professional and comprehensive in his annual review of my accounts. I appreciate that he understands me and my needs as an individual. I have confidence in his advice as my financial planner. His Staff is also helpful and punctual in communicating information to me.

I always find James very easy to talk to no matter how many questions I ask or if I keep asking the same question a number of times. He is always very patient

Brian is a wealth of knowledge and appreciate all he has done for us over the years!!

Always excellent information and advice financially!

Very happy for first time client meeting. Luke T. was very knowledgeable and made me feel comfortable. You got yourself a new customer. Thank you for all you do!

5 stars! I reached out to Brian yesterday and thanked him personally !

Great sanity check meeting with honest and realistic feedback.

Very productive. Enjoyed getting to know the Brophy folks a little better.

Thanks Luke!

Luke and Brian explained our current status and made us comfortable where we are financially. Happy we took the time to come in

Good productive meeting!

As always, the time you carve out to meet is appreciated. It never feels rushed and your explanations and answers to our questions are thoughtful and complete. The answers aren’t always what we want to hear, but we have deep trust and respect for your entire organization.

Thank you, as always! Our meeting was amazing - James is extremely knowledgeable, informative and efficient. We love Brophy Wealth Management.

Luke is always very helpful and informative

Excellent, informative, and productive meeting with Steve and Luke.

Always enjoy chatting with you.

Have been with Steve for many years and I am always very happy with his recommendations for my finances!1. He is honest, thorough, knowledgeable. 5 plus!!!

Answered all my questions, patiently, given my confusion. Informative and as always, solid advice.

My husband and I recently met with James to talk about our future plans for our estate. We consider ourselves fortunate to have James working with us. As always, he is extremely professional. But, he is fully focused on our needs. We always feel relieved after meeting with him because he answers all our questions and solves our financial dilemmas.

always feels like meeting w/ family ....... who has your back.... much confidence in their ability and willingness to explain to our understanding!!!! they are such welcoming folks..... and sooooo very knowledgeable to make sure we follow what they are saying...... never make you feel you arent capable to follow them along....and not be shy about asking questions........

Always sound advise and open conversation!

Always great seeing Brian and Luke. Our meeting went well.

James Brophy's guidance was concise and excellent.

Excellent meeting and discussion. Barb and I always find these discussions very beneficial. We did miss Steve, but James did a fine job.

Meeting worked perfectly! Thank you.

Luke and Brian are wonderful. I always feel I am getting the best care possible.

James is excellent!

Your the best

Linda and I enjoyed our meeting Friday afternoon with James and Michael. The meeting exceeded our expectations. I was pleased with our discussions of the strategy for taking upcoming RMDs. Michael offered to assist me in transferring two former employer 401k funds to management by Brophy, which was a relief to me. I was also pleased with our discussion about possible changes to the investment mix of our investments and the fund for investing Linda’s Jackson Annuity as the current Healthcare Fund has not performed as well as we had hoped. Linda and I feel more confident in our future with Brophy as a result of getting to know James and Michael.

Luke has been extremely helpful with advice and direction for our future retirement plans!! Also a good friend!! Thanks Luke & Co.!!

Our recent meeting with Luke was filled with excellent advice to get us to retirement!! Thank you!!

Final meeting with Brian after being a client of his for many years. Although bittersweet, we feel very comfortable with Luke taking the baton!

Top notch service and support as always!

Luke was incredibly gracious, well prepared and kind, putting our concerns to rest with great respect and helpful information. Thank you so much for always treating us so well!

Always a very informative and thorough meeting with James. He is always thoughtful, knowledgeable and reassuring.

Pleasant and informative meeting with Luke. Thank you very much for sharing your knowledge and wisdom in this area.

As always Luke was extremely thorough and helpful. He is always available when I need him

Luke’s knowledge and guidance helped us move forward with our conversations about how to proceed with our investment strategies. We appreciate his style and warmth.

James is excellent, as are Luke and Sarah, both of whom were so friendly before our meeting with James (wise children are VERY cute!).

Steve gives me excellent advice!!

Steve is thorough and never makes me feel like he doesn't have the time to explain things.

Always a pleasure speaking with James. He answers all our questions, if he had not already covered them.

Really enjoyed my meeting with Luke. I can tell he is trustworthy and extremely knowledgeable about investments and tax issues. He has my confidence and I will likely give him some money to manage within the next year. Thank you!

It is a pleasure talking with Brian and Luka. I feel well taken care of.

all my questions were answered

It’s always great checking in with Luke. He helped me make a plan for my future especially with some short term goals in mind. We also reviewed my current accounts and their year to date growth, he makes it all so easy for me and I am so thankful for that!

As usual, an informative, well-organized update from James.

As usual, I had an excellent meeting with Luke. He answered my questions and made some recommendations that make perfect sense. I always feel better after meeting with him, comfortable.

Luke was prepared with the plan, and explained it very clearly. My wife joined us for this meeting (limited financial knowledge), and she walked away fully understanding the plan and what it delivered to us.

James is always so helpful. Always appreciate meeting with him.

great meeting

Luke is a very smart wealth management professional. He has always answered our questions, discussed strategies, and really demonstrated thorough his consultations, how important it is to have a guiding hand in wealth planning.

Very personable in reception, met with Luke, great exchange of data and ideas. Seems intelligent and open minded towards serving the clients needs and wishes.

Very professional, great analytics, always prepared

Tops

Luke was very informative and had many suggestions for us. Looking forward to our next meeting.

We are always very satisfied with our meetings with james! He is multifaceted in his knowledge, expertise and experience in the industry. We are happy to have him guiding our financial journey

Had an informative conversation with James and Brian.

Very well prepared

Luke was very informative and helpful.

Luke is always prepared and provides strong advice. He is very knowledgeable of our goals and takes the time to walk us through the models of how we can achieve them. We truly enjoy working with him.

Every time we meet with Luke he gives us the time we need to ask questions and makes sure that we understand what is in our financial future! I has been an exceptional journey working working with him and Brophy Financial!! Thank you!!!

Everything went excellent.

James did a great job to explain everything clients need to be aware and have concerns with. Being transparent, supportive and patient are clearly defined how he interacts with clients. Thanks for his service.

Our first meeting with Luke was very informative. Appreciated that he took to the time to get to know us a bit and get a better understanding of our financial situation.