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:

  • Customized Financial Plans
  • Investment Management
  • Retirement Planning
  • Same-Sex Couple Planning
  • Insurance
  • Education Strategies
  • Estate planning
  • Tax Strategies
[MORE ABOUT WHO WE ARE]

Maryland Green Registry MemberEPA Green Power PartnerNGLCC

July 2014 Newsletter

Welcome!

Most people avoid addressing their estate planning needs because they feel that they will have plenty of time to get an estate plan or they do not feel as though they have an estate to protect. Yet, the reality of life is that we never know when we will utilize our estate plan and everyone needs one regardless of estate size.

Estate Planning Basics

Estate planning in its simplest terms is passing your assets to your heirs as quickly and tax free as possible. Assets can be transferred via Wills, ownership, by contract (beneficiary arrangements), and trusts. The best way to ensure that you have everything covered is to meet with an attorney.

[MORE]

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.