Blog : LGBT friendly financial Advisor

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

  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 orientations, gender identities, and people with disabilities. […]

Continue reading ›

Life Insurance for Same-Sex Couples

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

According to a study in June of 2017, 10.2% of LGBT adults are now married to their same-sex spouse. 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 partner maintain their standard […]

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 ›

Should You Buy a Home in 2017?

Investments LGBT friendly financial Advisor January 16, 2017 Author: Woody Derricks

There’s a good chance that 2017 will be a year of major changes – especially with a new president in the White House. Experts are predicting that those changes may impact the housing market, especially since interest rates are already starting to rise. With so much uncertainty, many people are wondering if they should invest […]

Continue reading ›

Women and Investing

Financial Planning Financial Planning for Gay Couples Financial Planning for Women LGBT friendly financial Advisor June 30, 2016 Author: Woody Derricks

Women and Investing A recent study by Fidelity shows that women tend not to get involved in their long-term financial planning. Why, you ask? According to the study, it’s because they lack confidence in their knowledge of financial planning and investing and are reluctant to talk about money. This lack of confidence in long-term financial planning […]

Continue reading ›

Moral Peace of Mind with Socially-Responsible Investing

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Gay Friendly Financial Advisor Annapolis Investments LGBT friendly financial Advisor June 28, 2016 Author: Woody Derricks

In the wake of the Orlando shooting as well as other acts of gun violence over the past few years, I’ve been asked more and more about limiting gun manufacturers from client portfolios.  For those clients who have been concerned about guns, we’ve been discussing socially-responsible investing. While socially-responsible investing has been around for some […]

Continue reading ›

Tips to Start Planning Next Year’s Tax Return

Financial Advisor LGBT friendly financial Advisor Tax Planning May 30, 2016 Author: Woody Derricks

You just finished filing your 2015 tax return.  Congratulations!  Before you move on to the next item on your to-do list, take the time now to start planning for next year’s tax return.  A little planning and organizing now will save you time and money next year. The following tips to start planning for next […]

Continue reading ›
2809 Boston St, Suite 509
Baltimore, MD, 21224
(410) 732-2633 | (877) 807-2633
Available by appointment in Alexandria & Washington DC