Partnership Wealth Management is a Baltimore-based company that helps clients in Annapolis, Alexandria, and Washington, DC. Because our clients may move or refer us to friends and family out of state, we also service clients in over a dozen states around the country. While we meet with our local clients at our office, we also offer the option for appointments via our Live Meeting connection for those who cannot meet us in person.
As a comprehensive financial services company, we help our clients plan for their future through our personal financial planning strategies. Our holistic advice aims to help our clients to improve everything from their day-to-day finances to retirement planning; tax strategies to estate planning strategies; and insurance to charitable giving.
The majority of our clients have pension plans (such as employees of Verizon, IBM, the federal government, and college professors). People with pension plans have only one chance to make the right choice for a lifetime of distributions. Not wanting to make a costly error, our clients turn to us for advice.
While we help people from all walks of life, many of our clients are same-sex couples searching for a knowledgeable, LGBT-friendly financial advisor to help them with their financial planning needs. Our LGBT clients want to know the financial benefits and pitfalls of getting married, investing together, and doing their retirement planning as a couple. Estate planning for gay couples is also important because most same-sex couples do not have children. At Partnership Wealth Management, we are very proud of our support and contribution to the LGBT community and have the experience to meet the unique financial planning needs of LGBT couples. Learn more same-sex financial planning here.
Independent Wealth Management Advice
At Partnership Wealth Management, we are not tied to any company’s investment products. As a Registered Investment Advisor, we are able to provide unbiased advice by offering a wide array of investments and other products to our clients. We’re not pressured to use any particular company’s products and you won’t feel pressured while working with us; our focus is on helping you achieve your financial objectives through our personal financial planning advice.
We also provide a comfortable atmosphere in which to meet and do business. You won’t see us wearing ties and we won’t expect you to feel as though you have to dress up to see us. We meet with our clients in a relaxed, comfortable, and professional environment.
Contact us to learn more about the benefits of working with a Registered Investment Advisor.
From the beginning, our goal has been to minimize our impact on the environment. Our efforts include using 100% wind power, recycled paper products, and recycling all paper, bottles, and ink cartridges. Not only do we recycle and reuse, our cleaning service is also eco-friendly.
We pride ourselves on our philanthropic efforts. Our goal is to give back to the community that has helped us grow. We do this by volunteering, donating, and bringing attention to those organizations that help to improve our community and way of life.
In 2006, Woody and his wife, Heidi, started Paws for a Cause to raise money to benefit local animal shelters. Learn more about their nonprofit.
Honors & Recognition
Excellence in Diversity & Inclusion Finalist- InvestmentNews, September 2019. PWM was honored to be recognized by an industry magazine for our diversity work. InvestmentNews’ Excellence in Diversity & Inclusion Awards honors firms that are raising awareness about the importance of having a more diverse profession and helping to build an industry culture that welcomes everyone.
Leaders in Diversity honoree- Baltimore Business Journal, April 2019. The Baltimore Business Journal recognized Woody and the other honorees for their work promoting diversity and inclusiveness in the Greater Baltimore business community. The winners were selected after a months-long nomination process in which readers and community members got to submit their suggestions. The editorial staff also brought some of their own suggestions to the table to come up with 2019’s list of honorees.
Eco CEO honoree- SmartCEO, December 2010. Woody was recognized as one of 30 CEOs who have gone above and beyond in certain areas to implement green initiatives and technologies to help make their workplace more environmentally friendly.
Green Entrepreneur of the Year, Second Place- Baltimore Business Journal, April 2010. The BBJ recognized those companies who had gone above and beyond in making Baltimore a cleaner, greener city.