A Comprehensive
Financial Services

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:


Maryland Green Registry MemberEPA Green Power PartnerNGLCC

March 2015 Newsletter


According an April 24, 2014 article on Forbes.com, the average investor is only seeing returns of 2.6% over the 10 years ending 12/31/13. Diversity shouldn't take the full blame as investors often move out of equities when times are bad or they fear times will be bad then get back in after the markets go up. Find an investment strategy that works for you and stay with it. The more you tweak your strategy, chase returns, or adjust holdings due to fear and greed, the more you may see under performance. While there aren't any guarantees for performance, patience is often a wise virtue to remember.


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.