Market Overview

Michael Henley, a Nationally Recognized Wealth Manager in Wilmington, DE, and His Team Partner with Dynasty Financial Partners to Launch Wyeth Private Wealth


Leading wealth advisor Michael Henley today announced that he has
partnered with Dynasty Financial Partners to form an independent wealth
management firm called Wyeth Private Wealth. Mr. Henley previously
worked at Merrill Lynch for ten years as a Senior Vice President and
Wealth Management Advisor.

Michael Henley is the Founder & Chief Executive Officer (CEO) and
Private Wealth Advisor of Wyeth Private Wealth. Joining Mr. Henley are
the following professionals – all joining from Merrill Lynch:

· Alison Brooks, Co-Founder & Chief Operating Officer (COO) | Private
Wealth Advisor

· Steve Maconi, Founding Partner & Chairman | Private Wealth Manager

· Tracy McGuire, Founding Partner | Private Wealth Manager

· Mark Jackson, Founding Partner | Private Wealth Advisor

. Brittany Kalsky, Chief Compliance Officer (CCO) | Private Wealth
Relationship Manager

· Erin Yake, Senior Private Wealth Associate

· David Clark, Private Wealth Associate

Mr. Henley and his team have robust and broad industry experience in the
areas of retirement income planning, investment management, estate
planning, and tax strategies. In particular, Steve Maconi, who is
joining Wyeth as Chairman, has worked with DuPont retirees for more than
35 years.

Wyeth Private Wealth works closely with high net worth individuals and
families helping them plan and manage all aspects of their finances and
their investments. Michael and his team places meaningful importance in
ongoing tax management and year-over-year tax planning. The firm
believes that the key role of a comprehensive wealth advisor is to
provide education around how to maximize charitable and family gifting
while minimizing the impact of Federal and local taxes.

Mr. Henley and his team are passionate about their Brandywine valley
community and chose the name ‘Wyeth' to reflect the historical heritage
of the area.

Mr. Henley was a Senior Vice President and Wealth Management Advisor at
Merrill Lynch beginning in 2007. He was ranked #1 in the State of
Delaware in Forbes' "America's Top Next Generation Wealth Advisor" in
2018 and ranked #42 nationwide.

Mr. Henley said, "The core of our practice is built around low-cost
evidence-based investment portfolios, sophisticated tax planning,
retirement cash flow planning, and optimizing family and charitable
gifting. By partnering with Dynasty Financial Partners, we are able to
upgrade, improve, or enhance all services that we provide to wealthy
families. We feel strongly that we owe it to our clients to make this
significant transition with our clients in mind as the ultimate
beneficiary. They entrust us to manage their financial affairs in the
most objective and unconflicted manner—and transitioning to independence
will allow us to take our fiduciary commitment to our clients to the
next level."

"We see significant opportunities to expand our business as an
independent firm -- with client educational events and with inorganic
growth from other like-minded, planning-focused wealth advisors seeking
an independent option," said Mr. Henley, "Unquestionably, one of the
aspects that we are most excited about is the introduction of tax
planning and tax modeling software. One of the largest expenses that a
wealthy family incurs over their lifetime is State and Federal income
taxes. We feel tax planning is not only critical but also a key

Wyeth Private Wealth has partnered with Dynasty Financial Partners to
leverage Dynasty's wealth management services and technology. The firm
will be using Dynasty's award-winning integrated platform for
independent advisors that includes institutional research from Callan
Associates. They will have access to leading technology including
Dynasty's proprietary advisor desktop, in-house specialists, home office
support, and will benefit from the firm's significant scale in the

Dynasty Financial Partners President and CEO Shirl Penney added,
"Wyeth Private Wealth represents everything that is great about the
future of the independent wealth management industry. They are a young
team of exceptional advisors who place all of their priorities on
serving their clients' needs and are complete believers in the fiduciary
based advisory model. We are extremely proud and excited to be partnered
with this remarkable team, and we welcome them to our Network of
independent advisors."

Among its other resource partners, Wyeth has selected Fidelity
Institutional Wealth Services to provide custody services for its
clients' assets and Black Diamond for performance reporting.

Wyeth Private Wealth will be headquartered at address: 5 Christy Drive,
Suite 108, Chadds Ford, PA 19317. For more information, please visit

About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates management
capabilities for some of the industry's leading independent investment
advisor firms and offers registered investment advisory services.
Dynasty's integrated platform services delivery chassis offers a
customized, open-architecture wealth management solutions and technology
platform supporting advisors as they protect and grow their clients'
wealth. Dynasty also offers access to capital to help advisors expand,
scale and grow their business. Dynasty's core principle is "objectivity
without compromise," and the firm is committed to crafting solutions
that allow investment advisors to act as true fiduciaries to their

Also visit Dynasty on social media:




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