© 2021 FORBES LLC - USED WITH PERMISSION
Helping Local Kiawah 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 .
Brittany Kalsky , Alison Brooks , Michael Henley , and Lisa Quadrini
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 .
THE BRANDYWINE OAK PARTNERS HAVE GARNERED A NUMBER OF NATIONAL ACCOLADES :
WEALTH ADVISORS 2021
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
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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 .