Financial ServicesInvestment serviceFinancial AdvisingFinancial consultant
Whispering Brook Capital
Newtown Square, Pennsylvania
Phone(484) 423-3434
Websitewb.capital/
About Whispering Brook Capital
Whispering Brook Capital is a wealth management firm helping multi-generational families, CEOs, entrepreneurs and real estate investors. They offer a wide range of services, including family office services, private banking, trust management and estate solutions, family dynamics of wealth transfer consulting, premium financing for life insurance, direct indexing & tax loss harvesting, business & succession planning, generational vault, gradient investments, asset allocation & risk management, income planning, and insurance solutions. Whispering Brook Capital is a trusted advisor to their clients, and they work with them to develop a personalized financial plan that meets their specific needs and goals.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |