2022 InvestmentNews Nomination
Partnership Wealth Management named to InvestmentNews’ 2022 Excellence in Diversity, Equity and Inclusion Awards
Baltimore, MD – April 4, 2022 – InvestmentNews has recognized Partnership Wealth Management for the second time as a 2022 Excellence in Diversity, Equity, and Inclusion Awards finalist. Partnership Wealth Management, along with 14 other firms, were chosen from more than 120 nominations by a committee of InvestmentNews representatives and judges from the advice business. The firm was recognized for its ability to inspire others from diverse backgrounds to join, flourish and bring their true selves to work in the financial services industry.
InvestmentNews is proud to introduce the fifth annual Excellence in Diversity, Equity, and Inclusion recognition program. It aims to tell the story of individuals and firms using their success, leadership skills, and willingness to implement and advocate for diversity and inclusion within the financial advisory industry.
“The firms selected as finalists this year exhibit qualities that create a diverse, equitable, and inclusive workplace within the financial advice industry,” said Brittney Grimes, editorial special projects manager of InvestmentNews. “The initiatives at these distinguished firms allow employees to be their authentic selves and bring their best ideas to the table.”
Partnership Wealth Management, along with the other firms and individuals making the fifth annual Excellence in Diversity, Equity, and Inclusion list, is highlighted in the April 4 issue of InvestmentNews and online at dandiIN.com.
To learn more about Partnership Wealth Management and the other 2022 winners and finalists, please visit dandiIN.com.
InvestmentNews is the leading source for news, analysis, and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, webcasts and podcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with an office in Washington D.C.
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About Partnership Wealth Management
Partnership Wealth Management is a Baltimore-based financial services company with offices in Alexandria, VA and Washington, DC. As a Registered Investment Advisor (RIA), we are committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started: www.partnershipwm.com .
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Partnership Wealth Management is a comprehensive financial services company. We are committed to providing our clients with financial planning and wealth management services to help them make the most of their investments. At Partnership Wealth Management we have a long history of working with the LGBT community. Among our many services, we offer financial planning for gay couples and lesbian couples as well as estate planning for gay couples and lesbian couples. Financial planning is an important part of preparing for the future, contact us today to get started: www.partnershipwm.com. We always try and provide the best information – We are not responsible for information on third-party sites. Thanks for reading!