Page 136 - The Hunt - Spring 2021

Helping Local Families Helping Local Families
Navigate Significant Wealth Navigate Significant Wealth
Alison Brooks and Michael Henley Alison Brooks and Michael Henley
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.
Brandywine Oak Private Wealth is dedicated to working
Brandywine Oak Private Wealth is dedicated to working with wealthy families and helping them plan and
with wealthy families and helping them plan and manage all aspects of their finances and investments.
manage all aspects of their finances and investments. We work with successful families who have created
We work with successful families who have created significant wealth through years of hard work and
significant wealth through years of hard work and sacrifice. These families are looking to outsource the
sacrifice. These families are looking to outsource the organization of their financial lives to a capable firm that
organization of their financial lives to a capable firm that has a proven track record of professional excellence.
has a proven track record of professional excellence.
OUR FOUNDER AND CEO, MICHAEL HENLEY, HAS GARNERED A NUMBER OF NATIONAL ACCOLADES: OUR FOUNDER AND CEO, MICHAEL HENLEY, HAS GARNERED A NUMBER OF NATIONAL ACCOLADES:
OUR CO-FOUNDER AND COO, ALISON BROOKS, HAS EARNED NATIONAL RECOGNITION:
OUR CO-FOUNDER AND COO, ALISON BROOKS, HAS EARNED NATIONAL RECOGNITION:
BrandywineOak.com BrandywineOak.com
500 OLD FORGE LANE, SUITE 501
500 OLD FORGE LANE, SUITE 501 KENNETT SQUARE, PA 19348
KENNETT SQUARE, PA 19348
EMAIL CEMOANITLACT@BRANDYWINEOAK.COM CONTACT@BRANDYWINEOAK.COM
PHONE
4P H8 4O . N7 8E 5 . 0 0 5 0 484.785.0050
Note: The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and
For additional detail on the criteria Forbes used for the ranking, see Methodology: Forbes Top-500 Top Next Generation Wealth Advisors.
Note: The Forbes ranking of 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.
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
Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the Securities and Exchange Commission. Registration with the United States Securities
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,
Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the
assets under management, compliance records, industry experience and best practices
with a minimum of four years of experience and weighing factors like revenue trends,
and Exchange Commission or any state securities authority does not imply a certain
learned through telephone and in-person interviews. Portfolio performance is not a
Securities and Exchange Commission. Registration with the United States Securities
assets under management, compliance records, industry experience and best practices
level of skill or training. Brandywine Oak Private Wealth, LLC only transacts business
criterion due to varying client objectives and lack of audited data. Neither Forbes or
and Exchange Commission or any state securities authority does not imply a certain
learned through telephone and in-person interviews. Portfolio performance is not a
in states where it is properly registered, or is excluded or exempted from registration
SHOOK receive a fee in exchange for rankings. See America’s Top Next-Generation
level of skill or training. Brandywine Oak Private Wealth, LLC only transacts business
criterion due to varying client objectives and lack of audited data. Neither Forbes or
requirements. All investment strategies have the potential for profit or loss.
Wealth Advisors, State-By-State and America’s Top Next Generation Wealth Advisors.
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.
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.