Growing PA Wealth Management Firm – Brandywine Oak Private Wealth

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Chris Smith, CPA, Joins as Chief Tax Officer and Founding Tax Partner of Brandywine Oak Private Tax Advisory

KENNETT SQUARE, Pennsylvania, October 12, 2021– (COMMERCIAL THREAD) – Michael Henley, Senior Wealth Advisor, Founder, CEO and Private Wealth Advisor of Brandywine Oak Private Wealth, today announced that CPA Chris Smith has joined the firm as Chief Tax Officer and founding tax partner of their new business line, Brandywine Oak Private Tax Consulting.

Mr. Smith has over 15 years of experience in public accounting.

“Many families spend time with their wealth advisers wisely, but often miss out on the many tax planning strategies available to them that could further maximize their after-tax return. Taxes are the single most important expense that many families will have in their lifetime. I I look forward to working closely with Brandywine Oak Private Wealth to combine my tax expertise with their wealth planning services, ”notes Chris Smith, CPA.

Michael Henley, Founder and CEO, added, “We are delighted to welcome Chris to Brandywine Oak. The more a family plans, the more the family will keep after taxes. We believe that a tax strategy is often more essential than an investment strategy. If you invest in the market yes you can lose money every now and then but as long as you stay invested it will come back eventually. money.”

Mr. Smith remains on the cutting edge of tax planning strategies to ensure clients don’t miss out on opportunities that could save them unnecessary tax expenses. By reviewing returns from previous years and learning about clients’ future goals and objectives, he helps make key decisions regarding current and future tax laws. Specializing in managing the tax complexities of families with significant wealth, Mr. Smith brings his invaluable expertise to help Brandywine Oak clients become tax efficient in all aspects of wealth planning.

The impact of the company’s new line of business is less time spent correcting CPA errors, and more time spent collaborating on how to minimize family tax liability not just over the course of their lives, but also for their children and grandchildren. Before starting tax practice, the firm spent a third of the last year correcting errors identified in clients’ tax returns.

Mr. Henley and his team have extensive industry experience in the areas of retirement income planning, investment management, estate planning and tax strategies. Brandywine Oak Private Wealth works closely with high net worth individuals and families helping them plan and manage all aspects of their finances and investments. The company believes that the key role of a comprehensive wealth advisor is to provide education on how to maximize charitable and family giving while minimizing the impact of federal and local taxes.

Mr. Henley has been recognized by Forbes Best-In-State Wealth Advisors in 2020, 2021, Forbes Top Next-Gen Wealth Advisors 2017, 2018, 2019, 2020, 2021 and Barron’s Top 1,200 Wealth Advisors in 2020 and 2021.

Brandywine Oak Wealth is a member of the Dynasty Network of independent financial consulting firms.

About Brandywine Oak Private Wealth

Brandywine Oak Private Wealth works closely with high net worth individuals and families helping them plan and manage all aspects of their finances and investments. The company believes that the key role of a comprehensive wealth advisor is to provide education on how to maximize charitable and family giving while minimizing the impact of federal and local taxes. Brandywine Oak Private Wealth is a member of the Dynasty Financial Partners network and has offices in Kennett Square, PA and Kiawah, South Carolina.

See the source version on businesswire.com: https://www.businesswire.com/news/home/202111012005004/en/

Contacts

Sally Cates
Dynasty financial partners
646-704-4500

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