Page 52 - The Hunt - Spring 2020

Helping Local Families
Helping Local Families
Navigate Significant Wealth
Navigate Significant Wealth
We strive to provide peace of mind by
We strive to provide peace of mind by simplifying financial decision-making so our
simplifying financial decision-making so our clients can better focus on spending time with
clients can better focus on spending time with their families, careers, and hobbies.
their families, careers, and hobbies.
Alison Brooks and Michael Henley Alison Brooks and Michael Henley
organization of their financial lives to a capable firm that has a proven track record of professional excellence.
Brandywine Oak Private Wealth is dedicated to working with wealthy families and helping them plan and
Brandywine Oak Private Wealth is dedicated to working
manage all aspects of their finances and investments.
with wealthy families and helping them plan and
We work with successful families who have created
manage all aspects of their finances and investments.
significant wealth through years of hard work and
We work with successful families who have created
sacrifice. These families are looking to outsource the
significant wealth through years of hard work and
organization of their financial lives to a capable firm that
sacrifice. These families are looking to outsource the
has a proven track record of professional excellence.
OUR FOUNDER AND CEO, MO UI CRH FA OE UL NH DE EN RL EAYN, DH AC SE O , GMAICRHNAEERLEHDEANLNEUYM, BHEARS OF NGATRINOENRAELDAACCNOULMABDEERSO: F NATIONAL ACCOLADES:
BrandywineOak.com BrandywineOak.com
500 OLD FORGE LANE, SUITE 501
KENNETT SQUARE, PA 19348
500 OLD FORGE LANE, SUITE 501
EMAIL
CONTACT@BRANDYWINEOAK.COM EMAIL
PHONE
484.785.0050 PHONE
Note: The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and
Note: The Forbes ranking of America’s Top Next Generation Wealth Advisors, quantitative data, rating thousands of wealth advisors born in 1980 or more recently,
developed by SHOOK Research, is based on an algorithm of qualitative and
with a minimum of four years of experience and weighing factors like revenue trends,
quantitative data, rating thousands of wealth advisors born in 1980 or more recently, assets under management, compliance records, industry experience and best practices
with a minimum of four years of experience and weighing factors like revenue trends, learned through telephone and in-person interviews. Portfolio performance is not a
assets under management, compliance records, industry experience and best practices criterion due to varying client objectives and lack of audited data. Neither Forbes or
learned through telephone and in-person interviews. Portfolio performance is not a SHOOK receive a fee in exchange for rankings. See America’s Top Next-Generation
criterion due to varying client objectives and lack of audited data. Neither Forbes or Wealth Advisors, State-By-State and America’s Top Next Generation Wealth Advisors.
SHOOK receive a fee in exchange for rankings. See America’s Top Next-Generation Wealth Advisors, State-By-State and America’s Top Next Generation Wealth Advisors.
For additional detail on the criteria Forbes used for the ranking, see Methodology: Forbes Top-500 Top Next Generation Wealth Advisors.
For additional detail on the criteria Forbes used for the ranking, see Methodology: Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the Forbes Top-500 Top Next Generation Wealth Advisors.
Securities and Exchange Commission. Registration with the United States Securities
Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the and Exchange Commission or any state securities authority does not imply a certain
Securities and Exchange Commission. Registration with the United States Securities level of skill or training. Brandywine Oak Private Wealth, LLC only transacts business
and Exchange Commission or any state securities authority does not imply a certain in states where it is properly registered, or is excluded or exempted from registration
level of skill or training. Brandywine Oak Private Wealth, LLC only transacts business requirements. All investment strategies have the potential for profit or loss.
in states where it is properly registered, or is excluded or exempted from registration requirements. All investment strategies have the potential for profit or loss.
KENNETT SQUARE, PA 19348 CONTACT@BRANDYWINEOAK.COM 484.785.0050