Trombley Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$81,375,542
Clients
222
Advisors
2
of 4 employees
About
The firm serves individual clients across a range of wealth levels as well as retirement plans, trusts, estates and other institutional and charitable clients. It offers tailored portfolio management, comprehensive and stand‑alone financial planning (including retirement, education and divorce/separation planning), retirement‑plan consulting, and estate‑transition assistance, and implements strategies through third‑party managers and model platforms such as AssetMark and LPL.
Investment advice is built around client‑specific asset‑allocation objectives (from Income with Capital Preservation to Aggressive Growth) and can be provided on a discretionary or non‑discretionary basis with ongoing supervision and periodic rebalancing. The firm uses multiple methods of analysis — including fundamental, technical, cyclical and behavioral approaches — and typically holds positions for longer‑term objectives while making shorter‑term adjustments as necessary.
Notably, the firm operates affiliated bookkeeping and payroll businesses (WMass Payroll Services, LLC and WMass Business Services, LLC, doing business under the firm’s bookkeeping/payroll DBA), and its leadership holds accounting credentials (CPA) and a Certified Divorce Financial Analyst designation, which informs its divorce and estate planning work. As a small, family‑operated advisor, it outsources portfolio implementation to third‑party strategists and custodians and does not accept custody of client assets.
Client services
Expertise
Fee options
Financial planning fees range from $650 - $2,500, typically split 50% at engagement and 50% at completion
Up to $499,999 - $499,999: 1.25% $500,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.75% $3,000,000+: Negotiable
$150 - $350 per hour
Account minimum: $10,000
Main office
2022 Boston Road
Wilbraham MA 01095
Advisors at this office
2
Most active in
Connecticut · Florida · Maine · Massachusetts · Vermont
Also doing business as
Ray Trombley Associates, LLC · Trombley Associates · Trombley Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
Advisors at this firm
Michael T
Series 63, Series 65
Wilbraham, MA
Trombley Wealth Management
Michael Trombley is a financial advisor with Trombley Wealth Management in Wilbraham, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at LPL Financial since 2016 and has been involved with Ray Trombley Associates since 2009. Trombley is also co-owner of A&C Business Services. Trombley Wealth Management serves individual clients across various wealth levels, as well as retirement plans, trusts, estates, and institutional and charitable clients. The firm provides tailored portfolio management and comprehensive financial planning, utilizing multiple methods of analysis and implementing strategies through third-party managers and model platforms.
Barbara T
Series 63, Series 65
Wilbraham, MA
Trombley Wealth Management
Barbara Trombley is a financial advisor with Trombley Wealth Management in Wilbraham, MA, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has worked at LPL Financial and operates Trombley Associates, an independent investment advisor firm. Trombley is also a board member of the Minnechauq Scholarship Foundation and owns a small business, A&C Business Services. Trombley Wealth Management serves individual clients across various wealth levels as well as retirement plans, trusts, estates, and other institutional and charitable clients. The firm offers tailored portfolio management and comprehensive financial planning, using multiple methods of analysis and typically holding positions for longer-term objectives with necessary shorter-term adjustments.
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