Lisa Quadrini

Partner, Private Wealth Manager @Brandywine Oak Private Wealth

Kennett Square, PA, US

Brandywine Oak Private Wealth is a registered independent advisory firm dedicated to helping wealthy 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 towards 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. They turn to us, seeking a simplified approach to solving the complexities of their financial situation.Our objective is to provide peace of mind by mitigating or eliminating the financial challenges that can distract families from enjoying what matters most to them. We use a disciplined process that is goal-oriented and planning-driven to help them maximize the benefits of their wealth.