Unlock the potential of your wealth by hiring your own family office at Brandywine Oak Private Wealth. Based in Chester County, PA, we specialize in helping wealthy families navigate the complexities of significant wealth. Start shaping your financial future today. #WealthAdvisor #FinancialPlanning #TaxFocus #DontOverPayYourTaxes
Brandywine Oak Private Wealth
金融服务
Kennett Square，Pennsylvania 708 位关注者
Helping Families Navigate Significant Wealth
关于我们
Brandywine Oak Private Wealth is an independent wealth management firm dedicated to helping affluent 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. Although they have proven successful in their respective businesses, they generally lack the time, resources, or desire to dedicate to their family’s finances. 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. Families turn to us, seeking a simplified approach to solving the complexities of significant wealth. Our objective is to provide peace of mind by mitigating the financial challenges that can distract families from enjoying what matters to them. Brandywine Oak Private Wealth, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.
- 网站
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https://brandywineoak.com/
Brandywine Oak Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Kennett Square，Pennsylvania
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Retirement Planning、Investment Advisory、Income Tax Planning、Private Banking & Lending、Insurance Planning、Estate Planning、Investment Management和Service & Review
地点
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主要
获取路线
500 Old Forge Ln
Suite 501
US，Pennsylvania，Kennett Square，19348
Brandywine Oak Private Wealth员工
动态
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?? Happy Thanksgiving from all of us at Brandywine Oak! ?? Wishing you a day filled with gratitude, delicious food, and cherished moments with loved ones. Enjoy the feast and the joy of togetherness! ??? #HappyThanksgiving #Gratitude #Thankful
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This holiday season, Brandywine Oak is partnering with Toys for Tots for our annual holiday Toy Drive! ?? ?? Drop-off Details: When: M-F from 10AM-4PM (December 2nd-10th) Where: 500 Old Forge Lane, Suite 501, Kennett Square PA 19342 What to Donate: New, unwrapped gifts for children ages 0-18 (gifts for children ages 11+ especially needed) How: In-person drop off or mail your donation to the address above Help us make a difference this holiday season! #ToyDrive #SeasonOfGiving
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?? Employee Spotlight: Meet Dionna Poluch, Private Wealth Relationship Manager! ?? We’re excited to highlight Dionna, who plays a crucial role in helping our new and existing clients with their financial and investment goals. As a CERTIFIED FINANCIAL PLANNER? professional, Dionna brings a wealth of knowledge and experience to our team, helping our clients receive top-tier service and guidance. Before joining Brandywine Oak Private Wealth, Dionna spent several years at J.P. Morgan in Boston as a Private Client Associate, where she developed her skills in client relationship management and financial planning. Outside of work, Dionna enjoys traveling and spending quality time with her family. She resides in Glen Mills, PA, with her fiance, Connor, and her goldendoodle, Howie, who keeps her on her toes. Join us in celebrating Dionna for her dedication and the exceptional service she provides to our clients! ?? #EmployeeSpotlight #PrivateWealth #TeamBrandywine #WealthManagement #CFP
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Are you making the most of your investments when it comes to after-tax returns? Tax loss harvesting is a powerful strategy that allows you to reduce taxes by selling investments at a loss to offset gains, then reinvest in similar assets to continue growing your portfolio. 5 Keys You’ll Learn: 1. What tax loss harvesting is and how it works 2. Why after-tax returns are the only ones that truly matter 3. How to swap assets for similar ones while keeping losses on your tax return 4. Why most investors overpay on capital gains taxes without this strategy 5. How unused losses can be carried forward to future years Watch the full video: https://ow.ly/wl5350U9fEV #TaxLossHarvesting #InvestmentPlanning #OakInsights
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?? Unlock Tax-Smart Strategies for DuPont & Affiliates Employees ?? Navigating your taxes can be complex, but with the right strategies, you can enhance your financial health. Our latest guide for DuPont & affiliates employees highlights 10 critical tax strategies—from maximizing your 401(k) to leveraging charitable gifting. Make informed decisions today and position yourself for future success. Download our guide: https://ow.ly/PrXi50U0TvO #TaxPlanning #DuPontEmployees #WealthManagement #BrandywineOak
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Now is the perfect time to make a positive impact. Your generosity goes beyond just helping others—it's also a strategic financial decision. Explore these tax-efficient giving strategies: ?? DAFs: Flexible, tax-smart support for charities. ?? Gifting RMDs: Transform retirement distributions into meaningful donations. ?? QCDs: Direct IRA funds to charities, tax-free. ?? CRTs: Convert assets into lifetime income with tax benefits. Which strategy fits you? #SmartGiving #FinancialImpact #StrategicPlanning
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This Veterans Day, we honor the courage, sacrifice, and dedication of all who have served our country. From all of us at Brandywine Oak Private Wealth, thank you for your service. #VeteransDay #ThankYouForYourService #BrandywineOak
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Brandywine Oak Private Wealth转发了
Help us make a difference this holiday season! Brandywine Oak Private Wealth is hosting a Thanksgiving Food Drive to support local families in need. ???? Please consider bringing a few of the most needed items to help make an impact, or donate to our virtual food bank. Every donation counts! Most Needed Items: Canned/pouch chicken, granola bars, cereal, rice, microwavable meals, canned goods (tomato/pasta sauce, tuna, soup, fruit), healthy snacks for kids, peanut/ almond butter, oatmeal, cooking oils, herbs, condiments, paper products, can openers #ThanksgivingDrive #CommunityGiving
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Help us make a difference this holiday season! Brandywine Oak Private Wealth is hosting a Thanksgiving Food Drive to support local families in need. ???? Please consider bringing a few of the most needed items to help make an impact, or donate to our virtual food bank. Every donation counts! Most Needed Items: Canned/pouch chicken, granola bars, cereal, rice, microwavable meals, canned goods (tomato/pasta sauce, tuna, soup, fruit), healthy snacks for kids, peanut/ almond butter, oatmeal, cooking oils, herbs, condiments, paper products, can openers #ThanksgivingDrive #CommunityGiving
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