Broker Check

Brophy Wealth Management, LLC



Our Story
Why We Do What We Do

Most people don’t wake up feeling completely confident about their finances- and we understand why. Because wealth doesn’t come with instructions. It comes with questions, milestones, transitions, and responsibilities that evolve over time.

At Brophy Wealth Management, we exist to help you make sense of it all.

The Brophy Story

Our firm began with a simple mission: to provide families, business owners, and individuals with the clarity, structure, and guidance they need to make smart decisions- especially when the stakes feel high. Founded by Stephen Brophy, a CPA turned advisor, our story is rooted in trust and built on relationships.

Over the years, our family has grown and so has our team. Today, Brophy Wealth is a multigenerational firm that serves clients across life stages with planning-first, tax-smart strategies grounded in real life-not just spreadsheets.

We’re proud to serve people who care deeply about their future, their family, and their impact.

Our Team
Meet the People Behind the Plans

We’re planners, advisors, and educators- but first, we’re people who care. Each member of our team brings a unique skillset and a shared belief: that good financial advice starts with listening.

Our goal? To walk with you through life’s financial questions- offering clarity, strategy, and support every step of the way.

Meet Your Advisors

Advisors

Stephen Brophy, CFP®

Stephen Brophy, CFP®

Partner & Wealth Manager

James Brophy, CFP

James Brophy, CFP®

Partner & Wealth Manager

Luke Trotochaud, CFP®

Luke Trotochaud, CFP®

Director of Wealth Management

Michael Guarini, CFP®

Michael Guarini, CFP®

Wealth Manager

Meet Your Team

Employees

Elizabeth Salzberg

Elizabeth Salzberg

Business Operations Manager

Sarah Nobert

Sarah Nobert

Business Development Executive

Brett Labrie

Brett Labrie

Manager of Client Services

Jennifer Lariviere

Jennifer Lariviere

Client Relationship Manager

Ashley Glennon

Ashley Glennon

Client Relationship Manager

Xavier Navarrete

Client Relationship Manager

Maureen Haas

Maureen Haas

Client Experience Manager

Bear N

Bear

Mascot & Captain of Morale

Our Community
Where We Work Is Where We Give Back

We believe that financial stewardship and community stewardship go hand in hand. That’s why we support organizations that lift up families, protect the vulnerable, and create opportunities for those in need.

Whether it’s sponsoring a gala, collecting holiday toys, or walking to fight hunger- we’re proud to show up and serve.

The Brophy Wealth Community



Charities We Support

Core Values
What We Stand For

Our values shape everything -from how we serve our clients to how we show up in our community. When you work with us, you’ll feel them in every interaction.

  • We proactively work with clients to take advantage of new opportunities, uncover potential obstacles, and mitigate risks before they can adversely affect our clients' ability to achieve their goals.

  • We empower our team members to expand their knowledge and skills for the benefit of our clients and themselves.

  • We value teamwork and believe in the strength of a cohesive team. By working together, sharing expertise, and leveraging diverse perspectives, we enhance the quality of our service and contribute to the overall well-being of our clients and greater flexibility for our employees.

  • We are dedicated to fostering collaborative partnerships with our clients, their families, and other professionals who are integral to our client's financial team.

  • We take pride in providing our clients with unwavering support at every stage of their journey. Whether they’re facing simple questions or complex challenges, we ensure they receive comprehensive guidance from start to finish, so they always feel cared for and valued.

Why Clients Choose Us
What Our Clients Value- And What We Promise to Deliver

The people we serve come to us with real questions.

  • Am I doing this right?
  • Will I be okay when I retire?
  • What happens if something happens to me?
  • How do I protect my family-or pass something on?

They stay with us because they know they have a team who listens, plans, and leads with care. 

When you work with us, you can expect:

  • A process that respects your time and goals
  • A relationship built on trust- not transactions
  • Clear advice tailored to your values
  • Ongoing communication and regular reviews
  • No surprises- just support
Let’s Start the Conversation

Smart Planning, Powered by Technology
Technology That Puts You in Control-With a Team That’s Always by Your Side

At Brophy Wealth, we blend trusted advice with modern tools- so your financial life feels organized, connected, and within reach. 

Whether you’re logging in from your phone, sharing documents securely, or exploring a new “what if” scenario, we make it simple to engage with your plan at any time, from anywhere.

  • Upload, download, and store key financial documents in a protected, easy-to -use digital vault- no printing or mailing needed.

  • We use robust tools like eMoney, AssetMark’s Guided Planning, and RightCapital to model real-life questions:

    • Can I retire early?
    • Should I sell my business this year or next?
    • What if we downsized our home?

  • We leverage advanced platforms and research through:

    AssetMark, Clark Capital, CNR, William Blair, Morningstar, and Savos, so your portfolio is guided by insight-not guesswork.

  • Book reviews, strategy sessions, or quick check-ins with your advisor using our online scheduling system-on your time.

The Brophy Advantage: High-Touch Meets High-Tech

Technology should make things easier-not more confusing.

We use it to remove friction, not to replace real relationships.

That means you get the clarity and efficiency of modern tools, with the care and context of a team who knows you personally.

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