Brophy Wealth Management, Llc
The Brophy Wealth Management, LLC Purpose “Because Wealth does not come with instructions…” Not only do these words ring true with many of our clients, they are the driving force behind our firm’s philosophy and commitment. With every interaction, Brophy Wealth Management, LLC seeks to provide clients with the knowledge and guidance to help them manage both their financial life and the emotions tied to wealth related decisions. We believe the trust of a financial advisor is earned not only through the performance of investments, but through the connection that occurs when we truly understand our client’s goals, hopes, fears, insecurities, and beliefs. Our Services include: Retirement Planning, Investment Management, Estate Planning, Charitable Giving, Business Needs, Insurance/ Risk Management Strategies, and Education Planning Brophy Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of Brophy Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc, Member FINRA/ SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Brophy Wealth Management, LLC is independent of APW Capital, Inc. Check the background of this firm on FINRA’s BrokerCheck. Securities are offered to residents of AL, AZ, CA, CT, FL, GA, IA, MA, MD, ME, NC, NH, NM, NY, OH, PA, RI, TN, TX, VA, VT, WI.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
86
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JB
James Brophy
Wealth Manager · Finance & Accounting
EmailPhone - SB
Stephen Brophy
Registered Representative · Sales & Business Development
EmailPhone - ES
Elizabeth Salzberg
Business Operations Manager · Operations
EmailPhone - LT
Luke Trotochaud
Wealth Manager · Finance & Accounting
EmailPhone - MG
Michael Guarini
Wealth Manager · Finance & Accounting
EmailPhone - XN
Xavier Navarrete
Client Relationship Manager · Customer/Client Service
EmailPhone - MG
Michael Guarini
Associate Wealth Manager · Finance & Accounting
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Brophy Wealth Management, Llc
6 distinct titles indexed · top 6 shown.
- 4wealth manager
- 1associate wealth manager
- 1business development executive
- 1business operations manager
- 1client relationship manager
- 1registered representative
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