Partnership Wealth Management

 

Woody Derricks, CFP®,Accredited Domestic Partnership AdvisorSM 

President

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Our Mission…

To help everyday people who have accumulated wealth 

make sense of what they have and to maximize 

their financial opportunities.

Our Vision….

To be the most trusted and respected company in our industry for our honesty, sincerity, and for the unbiased advice we provide.

Contact Us: 

Main Number:(410) 732-2633

Email: woody@partnershipwm.com
Visit Our Website:

www.partnershipwm.com

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Address:

Partnership Wealth Management

2809 Boston Street,

Suite 509

Baltimore, MD 21224

Meet Our Staff

About

* Available by appointment in DC & Alexandria *

 

As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them make the most of their investments. Partnership Wealth Management provides our clients with reassurance regarding their financial planning goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be.

 

Our full-service practice provides: Customized Financial Plans, Investment Management, Retirement Planning, Tax Strategies, Insurance, and Estate-Planning Strategies. We specializing in helping same-sex couples pursue their financial planning objectives. Our knowledge of the special needs that our clients possess helps us create an estate plan that takes their relationship into consideration, develop a proper asset allocation for their investments, assess their insurance needs, and evaluate their retirement strategies.  

 

We offer unparalleled service to our clients. From the relaxing atmosphere of our office to the pleasantness of our staff, we want you to feel comfortable and valued as our client.   Working with us as your independent financial advisor, you won’t have to worry about our recommendations being biased towards a specific investment or product company.

 

Financial planning is an important part of preparing for the future, contact us today to get started.

Thanks!

 

Best regards,

 

Woody Derricks, CFP®

President

 

Partnership Wealth Management

2809 Boston Street, Suite 509, Baltimore, MD 21224

(410) 732-2633 | Fax (410) 732-2634

web: partnershipwm.com

Available by Appointment in Alexandria & DC.

 

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 CA Insurance Lic# 0C40217

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