Brandywine Oak Private Wealth is an independent financial planning firm in Kennett Square. Brandywine Oak strives to provide peace of mind to a select group of highly successful families by helping them plan and manage all aspects of their finances and investments. These families are looking to outsource the organization of their financial lives to a local, trusted and capable wealth management firm that has a proven track record of professional excellence. Brandywine Oak Private Wealth has garnered national recognition by both Forbes and Barron’s, and Michael Henley and Alison Brooks have been featured on a variety of Top Advisor lists. Paramount in Brandywine Oak’s disciplined process is focusing on controlling the controllable: fees, taxes and risk. The more a family plans, the more the family will keep after taxes.
Brandywine Oak Private Wealth
500 Old Forge Lane, Suite 501 • Kennett Square, PA • 484.785.0050 BrandywineOak.com
Photo Left to Right: David Clark, Tracy McGuire, Mark Jackson, Alison Brooks, Steve Maconi, Michael Henley, Erin Yake and Brittany Kalsky
