Page 84 - The Hunt - Winter 2024

Protecting Your Wealth, Preserving Your Legacy
Brandywine Oak Private Wealth is an independent financial and tax planning firm dedicated to helping wealthy families plan and manage their finances and investments.
Lifetime Tax Planning
We help you navigate
Comprehensive Wealth Management
Dedicated Support
Your advocate, coach, and
complex, ever-changing tax laws, so you retain more of what you have worked so hard to earn.
friend, streamlining your entire financial life.
THE BRANDYWINE OAK PARTNERS HAVE GARNERED A NUMBER OF NATIONAL ACCOLADES
Retirement income planning, estate planning, and investment management— seamlessly integrated into your customized Family Wealth Plan.
Schedule a call today to learn more about how we can help you achieve your financial goals.
500 OLD FORGE LANE, SUITE 501, KENNETT SQUARE, PA 19348 BRANDYWINEOAK.COM
484.785.0050 • CONTACT@BRANDYWINEOAK.COM
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 if 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 and State-by-State. 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.