Brophy Wealth Management, LLC is a wealth management firm in Goffstown, NH. The firm provides specialized financial services including retirement planning, investment management, estate and legacy planning, tax strategies, insurance and risk management, education planning, and business planning. They serve a diverse range of clients, including retirees, business owners, empty nesters, and young families, helping them navigate major life transitions and financial milestones. The firm maintains a 5.00 rating.
Founded by Stephen Brophy, a CPA turned advisor, the firm operates as a multigenerational practice built on a foundation of trust and relationship-based guidance. The advisory team includes Stephen Brophy, CFP®, James Brophy, CFP®, Luke Trotochaud, CFP®, and Michael Guarini, CFP®. Their approach focuses on a planning-first, tax-smart strategy that prioritizes listening to client needs before developing personalized action plans. The firm's process is designed to bring clarity to complex financial questions, moving from initial conversations to tailored strategies and ongoing support as life evolves.
Brophy Wealth Management, LLC maintains well-documented business information available online, ensuring that their services and contact details are easily accessible. Their digital presence is well-optimized, allowing for clear and easy navigation for those seeking financial guidance.
The firm provides the clarity and structure necessary for individuals and families to navigate life's financial crossroads in Goffstown.