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

August 2014 Newsletter

Welcome!

While everything is going well with the markets, it's time to look at your risk tolerance. Although reducing your risk may mean reduced upside, you may want to revisit your tolerance for downside "pain" before we have a downturn in the market.

Everyone is happy when the market is up, but it's the downturns that test us. My clients all have different bottom lines. Click the following to try our free risk assessment tool to learn more about your risk profile: DOES MY PORTFOLIO FIT ME?

Perspective

In June, my wife, Heidi, and I had our first child- a girl. Elise has been one of the best things to come into our lives, yet just a short two months after her birth I opted to travel to my firm's annual conference. The conference is a great time to learn about the improvements within the company and to learn about industry changes. Along with over 5,000 other financial advisors affiliated with LPL Financial, I headed to San Diego.

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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, TX, VA, VT.