A Comprehensive
Financial Services
Company

At Partnership

Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future.

Partnership Wealth Management provides our clients with reassurance regarding their financial goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be. We’re independent, so you don’t have to worry about our recommendations being biased towards a specific investment or product company.

Our full-service practice provides:

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Maryland Green Registry MemberEPA Green Power PartnerNGLCC

September 2014 Newsletter

Welcome!

It's getting to be that time of year. If you haven't already, you should soon receive your 2015 employee benefit options from your employer. These options typically include selecting a health insurance plan, dental, and vision coverage. Your employer may also provide for things such as life insurance, disability insurance, and/or a flexible spending account (FSA). Because you have to wait a full year before you can change your mind, it's important to take care with your elections.

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Partnership Wealth Management

2809 Boston St, Suite 509
Baltimore, MD 21224
(410) 732-2633 | (877) 807-2633
Available by Appointment in Alexandria and DC


CA Insurance Lic #0C40217
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The registered representative of LPL Financial that is associated with this site is registered to discuss and transact securities business in the following states: AK, CA, CT, DC, DE, FL, MD, MI, NJ, NY, PA, RI, SC, TX, VA, VT.