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Blog : Financial Advisor for LGBT Couples

2022 InvestmentNews Nomination

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor Retirement Planning for LGBT Couples RIA April 20, 2022 Author: Woody Derricks

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 […]

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Where is Your Paycheck Going?

CFP Financial Advice Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Services Holiday Spending TIps Retirement Advice Retirement Planning RIA November 5, 2019 Author: Deborah Doyle

Spending Trends Let’s take a deeper look into where the average American’s income goes and how much is left to save, invest and pay down debt. How do your spending habits compare? 78% of Americans state that they are living paycheck to paycheck just to make ends meet. 75% of workers say that they are […]

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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 […]

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Women and Wealth Management

Certified Financial Planner CFP Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Planning for Women Financial Services RIA Wealth Management January 31, 2019 Author: Deborah Doyle

Women and Wealth Management In the past, women were expected to get married, raise children, keep the house clean, and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates, and building long-term standing careers. […]

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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 […]

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How to Have the Money Talk with Your Partner

Financial Advice Financial Advisor for LGBT Couples February 28, 2018 Author: Woody Derricks

Partnership Wealth Management offers important financial advice in this infographic – How to Have the Money Talk with Your Partner. As a Registered Investment Advisor (RIA), Partnership Wealth Management is 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, […]

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Tips for Choosing Employee Benefits, Part 2: Same Sex Couples

Financial Advisor Financial Advisor for LGBT Couples Financial Planning for Gay Couples Investment Advisor September 28, 2017 Author: Woody Derricks

When you are deciding whether or not to walk down the aisle, you may want to take employee benefits into consideration. Some companies recognize civil unions and domestic partnerships when it comes to perks such as employer-sponsored health insurance, but others do not. To ensure that you are taking advantage of everything your employer has […]

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Ready for Baby? Considerations for Same-Sex Couples with Kids

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples July 28, 2017 Author: Woody Derricks

Many same-sex couples have children or are planning to have them in the future. Some enter the relationship with kids from a previous marriage or union, while others may look to adopt or use a surrogate. If you are in a same-sex relationship and looking to add to your family, there are some things you […]

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How Much Life Insurance Do My Partner and I Need?

Financial Advisor Financial Advisor for LGBT Couples Gay Friendly Financial Advisor Annapolis Life Insurance June 29, 2017 Author: Woody Derricks

Same-sex couples need to look at life insurance even more so than their heterosexual counterparts. With so many unknowns when it comes to the legal ramifications of civil unions and domestic partnerships, life insurance should be an integral part of every same-sex couple’s financial planning process. Life insurance should not be treated as a one-size-fits-all […]

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Prenuptial and Postnuptial Agreements for Same-Sex Couples

Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Financial Planning for same-sex couples Gay Friendly Financial Advisor Annapolis May 22, 2017 Author: Woody Derricks

Although some same-sex couples may not want to admit it, divorce may be on the horizon for them. It’s the unfortunate reality in today’s world. With ambiguous laws and some states still not realizing certain types of civil unions, the division of assets could be much hazier when it comes to same-sex couples separating. If […]

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