Page 92 - The Hunt - Fall 2019
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                                           L HENLEY WAS S
E O
 Helping Local Families
TOP NEXT-
Navigate Significant Wealth
Helping Local Families
IN ED #1
G RANK FOR 201
Navigate Signifi
 N 8.
Michael Henley and Alison Brooks
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.
cant Wealth
We strive to provide peace of mind by
simplifying financial decision-making so our
clients can better focus on spending time with
We strive to provide peace of mind by
their families, careers, and hobbies.
simplifying financial decision-making so our clients can better focus on spending time with
Brandywine Oak Private Wealth is dedicated to working
their families, careers, and hobbies.
with wealthy families and helping them plan and manage all aspects of their finances and investments.
Brandywine Oak Private Wealth is dedicated to working
We work with successful families who have created
with wealthy families and helping them plan and
significant wealth through years of hard work and
manage all aspects of their finances and investments.
sacrifice. These families are looking to outsource the
We work with successful families who have created
organization of their financial lives to a capable firm that
significant wealth through years of hard work and
has a proven track record of professional excellence.
Michael Henley and Alison Brooks
  IN 2017 AND AGAIN IN 2018, MICHAEL HENLEY WAS
RECOGNIZED BY FORBES’ “AMERICA’S TOP NEXT- IN 2017 AND AGAIN IN 2018, MICHAEL HENLEY WAS
GENERATION WEALTH ADVISORS,” BEING RANKED #1 RECOGNIZED BY FORBES’ “AMERICA’S TOP NEXT-
IN DELAWARE AND #42 IN THE NATION FOR 2018. GENERATION WEALTH ADVISORS,” BEING RANKED #1
IN DELAWARE AND #42 IN THE NATION FOR 2018.
                          BrandywineOak.com BrandywineOak.com
500 OLD FORGE LANE, SUITE 501
500 OLD FORGE LANE, SUITE 501 KENNETT SQUARE, PA 19348
KENNETT SQUARE, PA 19348
 EMAIL
EMAIL [email protected]
[email protected]
 PHONE
PHONE 484.785.0050
484.785.0050
  Note: The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed Note: The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed
Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the Securities Brandywine Oak Private Wealth, LLC is registered as an investment adviser with the Securities
by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating
and Exchange Commission. Registration with the United States Securities and Exchange and Exchange Commission. Registration with the United States Securities and Exchange
thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of 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 experience and weighing factors like revenue trends, assets under management, compliance
records, industry experience and best practices learned through telephone and in-person records, industry experience and best practices learned through telephone and in-person
interviewsi.nPteorvrtiefowliso. Ppoerrtfolrimo paenrcfoerims annocteaiscnriotteraiocnritderuioentoduveatroyivnagrycinliegnctlioenbtjeocbtjievcetsivaesndanldaclakcokfof
audited datuad.itNeeditdhaetar.FNoeribtheesr oFrorSbHeOs oOrKSHreOcOeiKvereacefieve ianfeexcinhaenxcgheafnogrerfaonrkrianngksin. gSse.eSeAemAemriecraic’sa’s
Top Next-TGoepnNereaxti-oGnenWereaatilothnAWdevailsthorAsd, Svitsaotres-,BSyta-tSet-aBtye-SatnadteAamndeAricmae’sricTao’spTNoepxNteGxetnGernaetriaotnion
Wealth Advisors. For additional detail on the criteria Forbes used for the ranking, see Wealth Advisors. For additional detail on the criteria Forbes used for the ranking, see
Methodology: Forbes Top-500 Top Next Generation Wealth Advisors. Methodology: Forbes Top-500 Top Next Generation Wealth Advisors.
Commission or any state securities authority does not imply a certain level of skill or training. 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 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 registered, or is excluded or exempted from registration requirements. All investment strategies
hhaavveetthepotentiallfforrpprorofifit torolrolsoss. s.
SSeeccuurrititieiesofffferedtthrroouugghhPPurusrhsehKeaKpalapnlaSnteSrtlienrglinIngveInstvmeestnmtse, Mntesm, MbermFbINeRrAF/ISNIRPCA./SIPC.
Purshe Kaplan Securities and Brandywine Oak Private Wealth are not affiliated companies. Purshe Kaplan Securities and Brandywine Oak Private Wealth are not affiliated companies.
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