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- Custodian
- Assetmark · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
About Trombley Wealth Management
Trombley Wealth Management (Trombley Associates) is an independent, full-service firm in Wilbraham, MA focused on retirement planning for individuals and families, including Social Security/pension claiming strategies, tax and estate planning, and investments & insurance. The team builds custom portfolios—often using ETFs and mutual funds—and offers specialized divorce planning led by a Certified Divorce Financial Analyst. Serving clients since 1965.
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Owner & Executives
BARBARA TROMBLEY
Chief Compliance Officer, Managing Partner, President
- CRD
- #5611841
- Ownership
- 50% but less than 75%
MICHAEL TROMBLEY
Managing Partner
- CRD
- #5637980
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,405,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,405,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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