Brophy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial analyses and wealth plans and sponsors a wrap-fee program for client accounts maintained at Charles Schwab, with written engagement agreements required before services begin.
Brophy typically implements client portfolios through strategic and tactical asset allocation and by recommending third‑party Independent Managers, drawing on both fundamental and technical analysis in its manager selection and monitoring. The firm tailors portfolios to clients’ stated risk tolerances and time horizons, conducts at least quarterly management reviews, and uses tools such as the eMoney platform to consolidate reporting, including assets it does not manage.
The firm’s scale — managing over $532 million in discretionary assets while operating with a small advisory team — is notable relative to many similarly sized teams and may affect its use of third‑party managers and platform services. Brophy also maintains affiliated supervised persons who can provide commission-based brokerage through a broker‑dealer relationship and discloses marketing practices such as the use of client testimonials, along with a planned ownership transition that the firm has reported in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial analysis and wealth plan fees may be fixed or hourly and are negotiable
$0 - $500,000: 1.12% $500,001 - $1,000,000: 0.92% $1,000,001 - $2,000,000: 0.52% $2,000,001+: 0.32%
Separate commission-based brokerage services offered by supervised persons through APW Capital
Hourly fees generally range from $110 (administrative services) to $500 (senior advisor services)
Fee-only: Hourly fees generally range from $110 to $500 depending on service level and professional
Main office
40 South River Road, Bedford Place Unit 15
Bedford NH 03110
Advisors at this office
4
Most active in
Arizona · California · Connecticut · Florida · Louisiana · Maine · Massachusetts · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Vermont
Also doing business as
Brophy Wealth · Brophy Wealth Management · Brophy Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Luke T
CFP®, Series 63, Series 66
Bedford, NH
Brophy Wealth Management, LLC
Luke Trotochaud is an Associate Wealth Manager at Brophy Wealth Management, LLC in Bedford, NH, holding a CFP® designation with 11 years of industry experience. He has worked at Brophy Wealth Management since 2018 and has prior experience at APW Capital, Bank of America, Merrill, and Fidelity Brokerage Services. Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses strategic and tactical asset allocation and third-party independent managers to tailor portfolios based on clients’ risk tolerances and time horizons.
James B
CFP®, Series 66
Bedford, NH
Brophy Wealth Management, LLC
James Brophy is a Certified Financial Planner® with 10 years of industry experience. He is a co-founder of Brophy Wealth Management, LLC and has worked at Comprehensive Asset Management & Servicing, Inc. since 2015. Brophy serves as treasurer for the Reverand Gelinas Scholarship Fund in Manchester, NH. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm manages over $512 million in discretionary assets using a combination of fundamental and technical analysis, third-party manager research, and strategic and tactical asset allocation.
Stephen B
CFP®, ChFC®, PFS™, Series 63
Bedford, NH
Brophy Wealth Management, LLC
Stephen Brophy is a CFP®, ChFC®, and PFS™ credentialed advisor with 39 years of industry experience. He is a principal at Brophy Wealth Management, LLC, where he has worked since 2013, and also works with APW Capital, Inc. Brophy serves as a board member overseeing finances for Saint Marie’s Parish and as treasurer for Saint Marie’s Endowment Fund, both nonprofit roles with no compensation. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm combines fundamental and technical analysis with third-party manager research to construct globally diversified portfolios, typically managed on a discretionary basis with ongoing monitoring and regular reviews.
Michael G
CFP®, Series 63, Series 66
Bedford, NH
Brophy Wealth Management, LLC
Michael Guarini is a CFP® with 10 years of industry experience, currently serving at Brophy Wealth Management, LLC. His prior experience includes roles at APW Capital, Inc. and Santander Securities, LLC. He is a board member of Families in Transition, a nonprofit organization in Manchester, New Hampshire. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment management. The firm combines fundamental and technical analysis with third-party manager research to create globally diversified portfolios, managing over $512 million in discretionary assets with a small advisory team.
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