Brandywine Oak Private Wealth

Brandywine Oak Private Wealth

Financial Services, 500 Old FRG Ln, Kennett Square, Pennsylvania, 19348, United States, 11-50 Employees

brandywineoak.com

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phone no Phone Number: 48********

Who is BRANDYWINE OAK PRIVATE WEALTH

Brandywine Oak Private Wealth is a registered independent advisory firm (RIA) dedicated to helping wealthy families plan and manage all aspects of their finances and investments. We work ...

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  • 500 Old FRG Ln, Kennett Square, Pennsylvania, 19348, United States Headquarters: 500 Old FRG Ln, Kennett Square, Pennsylvania, 19348, United States
  • 2018 Date Founded: 2018
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Brandywine Oak Private Wealth Org Chart and Mapping

Employees

Steve Maconi

Founding Partner & Chairman | Private Wealth Manager

Sienna Depietro

Private Wealth Associate

Tracy McGuire

Founding Partner, Private Wealth Manager

Crpc® David Clark

Private Wealth Relationship Manager

Brittany Kalsky

CCO, Private Wealth Manager

Michelle Dell

Private Wealth Executive Assistant

Mark Jackson

Founding Partner, Private Wealth Advisor

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Frequently Asked Questions Regarding Brandywine Oak Private Wealth

Answer: Brandywine Oak Private Wealth's headquarters are located at 500 Old FRG Ln, Kennett Square, Pennsylvania, 19348, United States

Answer: Brandywine Oak Private Wealth's phone number is 48********

Answer: Brandywine Oak Private Wealth's official website is https://brandywineoak.com

Answer: Brandywine Oak Private Wealth's revenue is Under $1 Million

Answer: Brandywine Oak Private Wealth's SIC: 6282

Answer: Brandywine Oak Private Wealth has 11-50 employees

Answer: Brandywine Oak Private Wealth is in Financial Services

Answer: Brandywine Oak Private Wealth contact info: Phone number: 48******** Website: https://brandywineoak.com

Answer: Brandywine Oak Private Wealth is a registered independent advisory firm (RIA) dedicated to helping wealthy families plan and manage all aspects of their finances and investments. We work with successful wealthy 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 trusted and capable firm that has a proven track record of professional excellence. They turn to us, seeking a simplified approach to solving the complexities of their financial situation. Our 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. We use a disciplined process that is goal-oriented and planning-driven to help them maximize the benefits of their wealth. Brandywine Oak is part of the Dynasty Financial Partners network, one of the industrys pre-eminent advisor platforms. Through Dynasty, Brandywine Oak has access to a full array of investment research, consulting, and proprietary analytical tools, which supports our comprehensive approach to creating integrated solutions to address your every financial need.

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