Resources

Blog : Accredited Domestic Partnership Advisor

What Should You Look for in a Financial Advisor?

Accredited Domestic Partnership Advisor Certified Financial Planner CFP Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Registered Investment Advisor Retirement Planning RIA Wealth Management November 16, 2021 Author: Woody Derricks

What Should You Look for in a Financial Advisor? If you’re serious about securing your financial future, you are likely considering the help of a financial advisor (or are already working with one).  Without that critical relationship, it’s too easy to make mistakes or ignore a blind spot that can derail your plans.  There’s simply too much at stake to go it alone.    But here’s the key:  it has to be the right financial […]

Continue reading ›

2019 InvestmentNews Nomination

Accredited Domestic Partnership Advisor Certified Financial Planner Financial Planning for Women Financial Services Investment Strategy LGBT friendly financial Advisor RIA Wealth Management August 6, 2019 Author: Deborah Doyle

August 5th, 2019 – InvestmentNews has recognized Partnership Wealth Management as a 2019 Excellence in Diversity and Inclusion Awards finalist . Partnership Wealth Management, along with 16 other firms, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds […]

Continue reading ›

Woody Honored as a 2019 Leader in Diversity!

Accredited Domestic Partnership Advisor Awards and Recognition Estate Planning for Gay Couples Financial Advisor for LGBT Couples Financial Planning for same-sex couples Financial Planning for Women LGBT friendly financial Advisor April 12, 2019 Author: Woody Derricks

Woody Honored as a 2019 Leader in Diversity! Congratulations to Woody for being named a 2019 Leader in Diversity by the Baltimore Business Journal (BBJ). This year the Baltimore Business Journal selected eleven people who have made an impact with diversity and inclusiveness in the greater Baltimore area. Honorees helped promote diversity for people of various races, sexual […]

Continue reading ›

Tips for Finding the Right Financial Advisor to Help LGBT Clients

Accredited Domestic Partnership Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples July 9, 2018 Author: Woody Derricks

Tips for Finding the Right Financial Advisor to Help LGBT Clients Because of recent changes in legislation, many same-sex couples may be seeking certified financial advisors who can lead them on the right path and explain complicated laws impacting their benefits and marriage protections. While the Defense of Marriage Act (DOMA) is no longer in […]

Continue reading ›

Partnership Wealth Management- Wealth Management for Women

Accredited Domestic Partnership Advisor Financial Planner Financial Planning for Women Wealth Management Wealth Management Firms May 21, 2018 Author: Woody Derricks

Partnership Wealth Management- Wealth Management for Women Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major […]

Continue reading ›

Working with an Accredited Domestic Partnership Advisor℠

Accredited Domestic Partnership Advisor Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor December 22, 2017 Author: Woody Derricks

Couples in domestic partnerships often experience a more challenging financial landscape than their married counterparts. Though many same-sex couples cope with similar problems, those who do not benefit from Federal marriage protections may encounter unique barriers when it comes to safeguarding their partners and wealth. To assist LBGT couples through common hurdles, there are financial […]

Continue reading ›