Broker Check

Your team

We will be your team of trusted, competent advisors to help you better understand and work through the complexities of wealth matters so you can make informed decisions that benefit you and your family.

Stephen Brophy

Stephen Brophy

Senior Wealth Manager

CFP®, CPA, ChFC®, PFS, MSFP

Our History

Brian Grodman

Senior Wealth Manager

CFP®, ChFC®, CLU®

Our Values

James Brophy

Wealth Manager

CFP®, CRPC®, CLU®

Our Resources

Luke Trotochaud

Wealth Manager

CFP®, CRPC®

Our Process

Michael Guarini

Wealth Manager

CFP®, CRPC®

Our History

Brett Labrie

Client Relationship Manager

Our Values

Alysha Brien

Client Relationship Manager

Our Resources

Maureen Haas

Client Experience Manager

Our Process


Our History

Elizabeth Salzberg

Business Operations Manager

Our Values

Sarah Nobert

Business Development Executive

Our Resources