Brophy Wealth Management, LLC

Brophy Wealth Management, LLC is an independent financial planning and investment management firm established in January 1995. The firm offers wealth advisory services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Brophy Wealth Management provides comprehensive financial analysis and wealth plans tailored to clients' specific needs and investment profiles. The firm manages assets on a discretionary basis, partnering with clients to create, monitor, and adjust financial plans and investment strategies to achieve their financial goals. As of December 31, 2024, the firm had approximately $512,561,408 in assets under management, all of which were discretionary. Clients can engage the firm to manage all or a portion of their assets, primarily on a discretionary basis, with fees based on a percentage of the market value of the assets managed. Brophy Wealth Management may recommend Independent Managers for clients, monitoring account performance and investment objectives. The firm also offers financial consulting services, financial analyses, and wealth plans, charging negotiable hourly fees based on the level and scope of services provided. Clients may incur additional charges from third parties, such as broker-dealers and custodians. Brophy Wealth Management acts as a fiduciary, providing investment discretion and tailored advisory services to meet clients' specific needs and goals.