Brandywine Wealth Management LLC

Brandywine Wealth Management LLC Providing holistic wealth management and financial planning to help clients pursue their best retirement! Member FINRA & SIPC.

Robert Smee is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. finra.org, sipc.org

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Brandywine Wealth Management are separate entities fr

om LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

12/31/2024
12/24/2024

From our team to you and your family, we wish you a happy holiday season and a joyful new year!

As we head into the holiday weekend, we are reminded of the value of gratitude for our friends and family! From our tabl...
11/27/2024

As we head into the holiday weekend, we are reminded of the value of gratitude for our friends and family! From our table to yours, Happy Thanksgiving!!

Happy Halloween from our family to yours! May your night be filled with wonder, treats, and community!
10/31/2024

Happy Halloween from our family to yours! May your night be filled with wonder, treats, and community!

With Charitable Gifting, you can support a cause close to your heart and achieve significant tax benefits while building...
10/11/2024

With Charitable Gifting, you can support a cause close to your heart and achieve significant tax benefits while building community and spreading hope. Talk to us today about how we can help you achieve your goals.

09/02/2024

🌟 IRS Waives 2024 RMDs for IRA Beneficiaries! 🌟

If you're an IRA beneficiary subject to the 10-year payout period, here's some great news:
* 2024 RMDs Waived: The IRS has waived 2024 Required Minimum Distributions (RMDs) for beneficiaries of IRA owners who died in 2020, 2021, 2022, or 2023 after the Required Beginning Date (RBD)
* Extended Relief: This relief extends the previous waivers for 2021, 2022, and 2023 RMDs.
* Plan Ahead: Consider taking voluntary IRA withdrawals while tax rates are low to avoid a larger tax bill at the end of the 10-year period.

Happy Labor Day Weekend! We will be closed Monday. May you enjoy this special time together!
08/30/2024

Happy Labor Day Weekend! We will be closed Monday. May you enjoy this special time together!

07/04/2024

May this time with friends and family be full of joy!

There are many benefits to managing your finances, but our favorite is the way it reduces stress and can help you feel b...
06/25/2024

There are many benefits to managing your finances, but our favorite is the way it reduces stress and can help you feel better about your retirement!

Wishing all the Dads and Father Figures a wonderful day!
06/16/2024

Wishing all the Dads and Father Figures a wonderful day!

Are you looking to move into retirement living? We are here to help with your retirement journey throughout the process!
05/31/2024

Are you looking to move into retirement living? We are here to help with your retirement journey throughout the process!

We believe where you choose to live has a major impact on your overall quality of life. Family, friends, good health, quality care, financial security, and personal independence are all part of the formula that adds to one's overall well-being. We find that clients choose to move to Independent L...

Address

300 Welsh Road, Building 1, Suite 100
Horsham, PA
19044

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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