The wealth management industry is changing, and so are the people shaping its future. As more women take on leadership roles and become increasingly involved in managing family wealth, firms that embrace collaboration and diverse perspectives are helping redefine what exceptional financial advice looks like. At Brandywine Oak Private Wealth , the Kennett Square–based firm co-founded by Alison Dorsman and Michael Henley in 2018, that transformation is reflected throughout the organization. For Dorsman, the change has been personal. When she first entered the profession, there were far fewer female advisors in the industry as there are now. Today, as co-founder of Brandywine Oak, she works alongside Private Wealth Advisor Brittany Kalsky and Private Wealth Manager Dionna Poluch—three members of Brandywine Oak’s leadership team who help families navigate life’s most important financial decisions. The shift extends beyond the profession itself. It also reflects one of the most significant financial transitions in history, commonly referred to as “The Great Wealth Transfer.” Between now and 2048, more than $124 trillion is expected to pass from one generation to the next. Nearly half of that wealth will first transfer to surviving spouses, and an estimated 95 percent of those spouses will be women. For Brandywine Oak, those numbers reinforce a philosophy that has been central to the firm since its founding: empowering women to be confident, informed participants in every financial conversation. Every member of the household is encouraged to take part in the financial planning process . Whether discussing retirement cash flow, tax planning, estate planning, charitable giving, or preparing the next generation to inherit wealth, the firm’s advisory team wants both spouses—and a