What is BVWA?

Brandywine Valley Wealth Advisors, LLC is a comprehensive financial planning and wealth management firm.

 

Our objective is to serve select affluent and emerging affluent individuals and closely-held business owners for whom we will provide customized, tax-optimized wealth management solutions, with extraordinary personal attention. One of our strengths is our ability to assist single women with financial solutions that help them set and realize their financial goals.

 

Our comprehensive financial services enable you:

                        To attain financial peace of mind,

                        To keep the promises you’ve made to yourself and your loved ones,

                        To retire with dignity and independence, and

                        To focus your time and energy on other activities of your choice.

 

Our training and experience allow us to deliver solutions to these promises from a tax-optimized perspective using a consistent, customized process.  We are independent of proprietary products and maintain objectivity in advising you on investment, insurance, tax and estate planning issues.

 

Our process follows the following basic steps:

·        Understand the values, needs and desires of the client

·        Assist with setting clear, attainable goals

·        Develop plan to achieve goals

·        Review progress toward goals

 

Our Method 10® approach to wealth management provides solutions in the following areas:

·        Investments

Fee-based advisory accounts

Commission-based brokerage accounts

·        Retirement

Retirement Distribution Strategies

Retirement Plan Options

IRA & 401K Transfers and Rollovers

·        Taxes

Planning

Strategies

·        Insurance

Disability

Life

Long-Term Care

·        Education Funding

·        Estate Planning/Wealth Transfer Strategies

·        Business & Succession Planning

·        Philanthropic Strategies

·        Debt Management & Budgeting

·        Special Situations

Financial issues in divorce

Family members with special needs

 

Method 10® is the property of 1st Global Capital Corp. 2009. All Rights Reserved.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck