Clients We Serve

With our holistic team approach, we offer personalized, hands-on service for a variety of financial needs. We are dedicated to giving you financial confidence for your future.

We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, retirement, and preserving wealth.

Brandywine Wealth Management is here for you in every step of life's changing goals and needs.

Planning Retirement 

Planning Retirement 

We often get the question “How much money do I need to retire?”

We help answer that question by running various cash flow scenarios. We provide personalized advice on social security, cash flow, Medicare, and retirement date planning. Your BWM advisor will show you if you are on track for retirement.

Wealth Management Services
Just Retired

Just Retired

Are you recently or currently retired?

We can help you achieve your retirement goals by running various cash flow scenarios. Call us to speak with an advisor today and we can help you to build more confidence in your future through retirement planning.

Moving to an Independent Living Community 

Moving to an Independent Living Community 

BWM has over 30 years of experience with local retirement communities, so we know the many financial options offered and how to navigate your options. We believe where you choose to live can impact your happiness.

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Loss of a Loved One

Loss of a Loved One

If you have recently experienced a loss, we would like to extend our deepest condolences. We know it is very difficult having to worry about your finances after losing a loved one. Our team is here to support you by reducing the stress of making financial decisions, so you have time to heal.

Inheritance 

Inheritance 

Brandywine Wealth Management can help relieve some of the stress from the process of receiving an inheritance, giving you more time to grieve and plan. We are here to address issues that can arise when transitioning wealth from one generation to the next. This can include guiding new experiences with the managing of money and understanding tax issues.

Legacy and Gifting

Legacy and Gifting

Your legacy matters. BWM is here for you to help ensure that it looks the way you want it to. Together, we can shape your legacy and planned giving preferences.

Retirement Paycheck

Retirement Paycheck

BWM will work hands-on with you to set up a regular retirement paycheck to ensure a feeling of security with predictable monthly cash flow.

It's important to determine which accounts to draw your cash flow from first; IRA, Roth, IRA, 401K, Individual Account, Joint Account, Trust, etc. Taking into consideration the tax ramifications of these withdrawals is an important part of maximizing your long term cash flow needs. 

Pursue Your Best Retirement Today

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Investment Management

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Cash Flow Financial Planning

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We promise to pursue the goals that are important to you.

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