Page 76 - The Hunt - Summer 2021
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Helping Local Families
Navigate Significant Wealth
We strive to provide peace of mind by simplifying financial decision-making so our clients can better focus on spending time with their families, careers, and hobbies.
Brandywine Oak Private Wealth is dedicated to working with wealthy families and helping them plan and manage all aspects of their finances and investments. We work with successful families who have created significant wealth through years of hard work and sacrifice. These families are looking to outsource the organization of their financial lives to a capable firm that has a proven track record of professional excellence.
Brittany Kalsky, Alison Brooks, Michael Henley, and Lisa Quadrini
THE BRANDYWINE OAK PARTNERS HAVE GARNERED A NUMBER OF NATIONAL ACCOLADES:
WEALTH ADVISORS 2021
© 2021 FORBES LLC - USED WITH PERMISSION
BrandywineOak.com
500 OLD FORGE LANE, SUITE 501 KENNETT SQUARE, PA 19348
KIAWAH ISLAND, SC
BY APPOINTMENT ONLY
EMAIL CONTACT@BRANDYWINEOAK.COM
PHONE 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 quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or 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.
Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the Securities and Exchange Commission. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Brandywine Oak Private Wealth, LLC only transacts business 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.
