Please click to view our LGBT Financial Planning Commercial
Partnership Wealth Management, LLC is a comprehensive financial services company. We help our clients plan for their future through our customized financial planning strategies. Our advice aims to help our clients to improve everything from their day-to-day finances to retirement planning; investment planning to estate strategies; and insurance to tax strategies.
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. Along the way, they likely had one significant financial inflow from real estate, a cash balance pension plan, or a moderate inheritance.
As you navigate our website, you will learn that we want our clients to feel comfortable working with us. Discussing one’s finances can be an intimating venture, so we conduct our meetings in a relaxed, professional manner. We also take the time to thoroughly explain our recommendations to ensure our clients know what they are doing, why they are doing it, and what their costs will be.
If you have any questions or would like to schedule an appointment, please feel free to contact us at 410-732-2633/877-807-2633 or by using the “contact us” feature. We hope you enjoy searching our site.
*The 5 Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.
1819 Thames Street | Baltimore, MD 21231 | (410) 732-2633 | (877) 807-2633 | Fax (410) 732-2634 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
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure please visit www.sipc.org
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, NJ, NY, PA, RI, TX, VA, VT.