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

October 2014 Newsletter

Welcome!

Normally when I first discuss the need for clients to include their pets into their estate plan, they think I'm crazy. My wife and I, however, view this as a very serious issue. We feel that our dogs, Fenway and Roxy, are a part of our family. If we passed away while they were alive, we would want to make sure they were cared for by someone who is capable of and who wants to care for them.

The first decision you need to make is finding someone to care for your pet. Not everyone who loves your pet will want the responsibility of caring for him/her on a daily basis. Some of those who may be open to caring for your pet might not be the best caretakers. Start by creating list of those people to whom you would feel comfortable leaving your pet. After you have identified your best options, talk with them to find out if they are open to the idea. It's better to run the idea past them now than to surprise them after you've passed.

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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.