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 to join, flourish and bring their true selves to work in the financial services industry.
InvestmentNews is proud to introduce the second annual Excellence in Diversity and Inclusion recognition program. It aims to tell the story of individuals and firms using their success, leadership skills, and willingness to implement and advocate for diversity and inclusion within the financial advisory industry.
”The initiatives showcased by these honored firms serve as examples of what businesses within the financial advice industry should be striving for when it comes to creating a diverse and inclusive culture,” said Frederick P. Gabriel, editorial director of InvestmentNews .
Partnership Wealth Management, along with the other individuals and firms making the annual Excellence in Diversity and Inclusion list, is highlighted in the August 5th issue of InvestmentNews , online at investmentnews.com,and will be recognized at InvestmentNews ’ Diversity and Inclusion luncheon on September 24 in New York City.
President of Partnership Wealth Management, Woody Derricks, CFP®, ADPA®, said, “being recognized by InvestmentNews , a leading and respected industry resource, is a great honor. We’re humbled to have been selected as a finalist from a pool of so many great investment firms.”
To learn more about Partnership Wealth Management, the other 2019 firm finalists, and the luncheon, please visit Investmentnews.com/diversity-inclusion for more information.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C.
InvestmentNews is part of Bonhill Group Plc.
About Partnership Wealth Management
Partnership Wealth Management is a Baltimore-based financial services company with offices in Alexandria, VA and Washington, DC. As a Registered Investment Advisor (RIA), we committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started: www.partnershipwm.com .
Questions and Consultations
If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today.
Want more information? Sign up to receive our monthly e-newsletter here.