Brandywine Oak Private Wealth

EST. AUM
$1,571,774,383

CONTACTS
7

CLIENT ACCOUNTS
2,836

Firm Details

Metro area Philadelphia
CRD Number 297021
Website brandywineoak.com
Client types

Overview

The firm works with successful, wealthy families who have created significant wealth through years of hard work and sacrifice. Although these families have proven successful in their respective businesses, they generally lack the time, resources, or desire to dedicate towards their family's finances. These families seek to outsource the organization of their financial lives to a trusted and capable firm that has a proven track record of professional excellence. They turn to the firm, seeking a simplified approach to solving the complexities of their financial situation. The firm's objective is to provide peace of mind by mitigating or eliminating the financial challenges that can distract families from enjoying what matters most to them. The firm uses a disciplined process that is goal-oriented and planning-driven to help them maximize the benefits of their wealth. Securities are offered through Purshe Kaplan Sterling Investments.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Brandywine Oak Private Wealth

Platform Details

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