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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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Ways to Cut Wedding Expenses

Budgeting Tips Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for Women RIA October 1, 2019 Author: Deborah Doyle

Ways to Cut Wedding Expenses Most people consider the start of summer to be the starting of #weddingseason. However, according to a study conducted by Zola, the most popular month to get married in the past two years is October.  There are several costs when it comes to planning a wedding. The five most expensive […]

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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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The Ins and Outs of Cohabitation Agreements for Same-Sex Couples

Financial Advisor for Gay Couples Financial Planning for Gay Couples August 30, 2017 Author: Woody Derricks

The Ins and Outs of Cohabitation Agreements for Same-Sex Couples Cohabitation agreements are legal agreements that can be formed between couples who live together. While they can be useful tools for heterosexual couples, they are especially valuable to same-sex couples who choose not to marry. These legal documents allow individuals to protect their assets and […]

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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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Should I Pay Off My Mortgage?

Financial Advisor Financial Advisor for Gay Couples Financial Planning Financial Planning for Gay Couples Mortgage Lending July 17, 2017 Author: Woody Derricks

If you search the internet, you can uncover as many articles telling you to pay off your mortgage as ones encouraging you to keep it forever. Why are so many financial advisors divided over this one issue? The truth is that it’s simply a matter of strategy, and what works for some people may not […]

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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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