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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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Aging at Home as Part of a Village

CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Women Financial Services Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

Aging at Home as Part of a Village The Baby Boomer population is aging which means .retirement is on the horizon. Many are giving more thought to where they will be living during retirement years, accessibility to medical care, and social circles. Many seniors preferring to “age at home” rather than a typical nursing facility. […]

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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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How to Handle Your Benefits Enrollment

Employee Benefits Financial Advice Financial Planning for Women Financial Services Investments September 11, 2019 Author: Deborah Doyle

Conquering Benefits Enrollment Benefits enrollment usually begins when an employee starts with a new company or has a qualifying life change, like getting married or a death in the family. Employee insurance can also be updated or renewed each year during open enrollment. It’s not just the salary that motivates your workforce, it’s the benefit […]

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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 […]

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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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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

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 part in financial […]

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