Broker Check
Who We Are

Who We Are



Welcome to Trombley Wealth Management. We are a full-service financial firm in Wilbraham, MA specializing in retirement planning. We understand that people face unique challenges in their financial life. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Learn more
What We Do

What We Do

We offer a no-fee consultation to gather information and create a custom plan for you. Being an independent firm, we have access to many investment strategies. We combine our knowledge of investments, tax and estate planning and good, old-fashioned customer service to help you achieve your financial goals.

Learn more
Our Story

Our Story

In 1965, Ray Trombley had the vision to create a financial planning business that would make a difference in people’s lives. Almost sixty years later, our initial client’s extended family and many new clientele have become part of our Trombley Wealth Management family. Mike and Barbara are honored to continue his dream and help the next generation of clients with the same trust and enthusiasm that our company represents.

Learn more

 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Retirement Planning

Retirement Planning

We will help you come up with a tax-efficient strategy to claim social security and/or pensions and withdraw from your assets to give you the best chance to achieve your retirement goals.

Learn more
Investments & Insurance

Investments & Insurance

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

Learn more
Tax and Estate Planning

Tax and Estate Planning

Proper tax management and estate planning will help to secure your legacy for generations to come.

Learn more
Divorce Services

Divorce Services

Barbara Trombley is an experienced Certified Divorce Financial Analyst and can help you navigate unexpected life events.

Learn more

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.
Learn More
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More
The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn More

Have a question? We're ready to help.

Thank you!
Oops!