Advisors at this firm
Michael T
Series 63, Series 65
Wilbraham, MA
Trombley Wealth Management
Michael Trombley is a financial advisor at Trombley Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and First Allied Securities. Trombley is also involved in co-owning A&C Business Services, an entrepreneurial venture outside his advisory work. Trombley Associates provides tailored investment management and financial planning services to individual investors, including both high-net-worth and non-HNW clients. The firm offers ongoing portfolio management, retirement plan consulting, and estate-transition support, implementing personalized asset-allocation plans through third-party platforms while coordinating investment and accounting services.
Barbara T
Series 63, Series 65
Wilbraham, MA
Trombley Wealth Management
Barbara Trombley is a financial advisor with Trombley Wealth Management, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at firms including LPL Financial and First Allied Advisory Services, and currently provides investment advisory services through Trombley Associates. Trombley serves on the board of the Minnechauq Scholarship Foundation and owns a small business in Wilbraham, MA. Trombley Associates offers personalized investment management and financial planning to individual investors, including both high-net-worth and non-HNW clients. The firm provides ongoing portfolio management, retirement plan consulting, and estate-transition support, with a focus on tailored asset-allocation plans implemented primarily through third-party platforms and portfolio strategists.
