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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 Estate Planning for Gay Couples Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor 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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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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Life Insurance for Same-Sex Couples

LGBT friendly financial Advisor Life Insurance March 30, 2018 Author: Woody Derricks

Life Insurance for Same-Sex Couples According to a study in June of 2017, 10.2% of LGBT adults are now married to their same-sex spouses. However, many same-sex couples are in unmarried, long-term partnerships. Life insurance is essential in preparing for your financial future, no matter what your family status. Life insurance can help the surviving […]

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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 […]

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