535 North Church Street Suite 113
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:
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:
Our approach to wealth management provides solutions in the following Method 10® areas:
Method 10® is property of Avantax Wealth ManagementSM All rights reserved 2020.