# 2ND STORY WEALTH PLANNERS

2ND STORY WEALTH PLANNERS is a Multi Family Office based in Plymouth Meeting, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plymouth Meeting, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Assets under management:** Undisclosed
- **Website:** 2ndstorywealth.com
- **LinkedIn:** https://www.linkedin.com/company/2nd-story-wealth-planners

## Regulatory record

- **CRD number:** 325409
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325409

## About

2ND STORY WEALTH PLANNERS is a state-registered investment adviser in PLYMOUTH MEETING, PA. The firm manages approximately $5 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Scott M. Brenner — Managing Partner & Founder
- John P. Guinee — Partner

## Questions

### Who runs investment decisions at 2ND STORY WEALTH PLANNERS?

Scott M. Brenner, Managing Partner and Founder, and John P. Guinee, Partner, lead investment sourcing and allocation decisions. Both principals have backgrounds in institutional real estate and private markets. The firm's structure means they invest their own capital alongside client families, making every allocation decision a personal one as well.

### How does 2ND STORY WEALTH PLANNERS source investment opportunities?

The firm sources through a network of regional developers, commercial mortgage brokers, and professional contacts built by Brenner and Guinee over multi-decade careers. Opportunities are primarily off-market or lightly marketed, reflecting the firm's preference for direct negotiation rather than competitive auction processes.

### Does 2ND STORY operate as a fund manager or an advisory?

2ND STORY operates as a registered investment advisor but functions more like a deal-by-deal co-investment vehicle. The firm does not raise blind-pool funds; instead, it presents individual opportunities to its small group of client families, who invest alongside the principals on a transaction-by-transaction basis.

### What investment stages and asset classes does the firm target?

The firm focuses on direct commercial real estate equity—particularly multifamily and industrial properties—and private credit, including mezzanine debt positions in middle-market operating companies. Its real estate investments span acquisition, development, and repositioning across Mid-Atlantic and Southeastern markets.

### How many families does 2ND STORY WEALTH PLANNERS serve?

The firm deliberately maintains a small, concentrated client base—fewer than twenty families based on available public records—to preserve the co-investment dynamic and personal attention that defines its model. This is not a platform scaling toward hundreds of relationships.

### What is the geographic focus of the firm's investments?

The firm concentrates on Pennsylvania, New Jersey, Delaware, Maryland, and Florida—regions where its client families hold legacy interests and where the principals maintain deep professional networks. It does not pursue opportunistic or unfamiliar geographies.

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Last updated: 2026-07-06T01:24:10.448Z

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