Additional Designations and Licenses: CLU®, ChFC®, AAMS®, CASL®, CRPC®, AWMA®, CRPS®, CMFC®, Series 7, Series 24, Series 63, and Life, Accident and Health License
Education: Masters of Science in Financial Planning with a concentration in Wealth Management.
Bachelors of Business Administration with a Concentration in Accounting.
Over the last 34 years I have helped people who have been referred to me by friends and family. Our relationship started by working closely together to paint a picture of how they would like their future to look. As a result of this collaboration, we have become partners on the road to achieving their dreams.
I draw on my experiences as a tax accountant, an auditor of cities and municipalities, and a manager of corporate finance. I incorporate the knowledge I gained in obtaining my undergraduate degree in Accounting, and my Master of Science in Financial Planning. I have put an emphasis on continuing to learn and master my profession as evidenced by the designations I have studied hard for and earned.
Steve concentrates in the areas of: Tax Mitigation, Philanthropic Planning, Retirement Planning, Investment Management, Estate and Legacy Planning, Business Needs, Insurance/ Risk Management Strategies, and Education Planning.
My greatest satisfaction comes from knowing that as a result of being a guide, and a confidante, I keep my clients eye on the prize, and witness the joy they experience when they accomplish their goals.
Steve is a proud husband and father of three. He enjoys his grandchildren enormously. In his free time he enjoys travel, cars and boating.
* Stephen A. Brophy, in his individual capacity, is a Certified Public Accountant ("CPA") licensed by the State of New Hampshire Board of Accountancy. While Stephen A. Brophy may provide clients with certain financial planning and tax-related advice as part of an advisory engagement with BWM he does not render separate accounting services in his capacity as a CPA
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