Partnership Wealth Management, LLC is a comprehensive financial services company. We help our clients plan for their future through our customized financial planning strategies. Our advice helps our clients to improve everything from their day-to-day finances to retirement planning; investment planning to estate strategies; and insurance to tax strategies.
Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families. They are people who kept their debt low and invested for the future. Along the way, they likely had one significant financial inflow from real estate, a cash balance pension plan, or a moderate inheritance.
Prospective clients typically come to us after their assets have reached a level at which they feel that they need help. We find that most have come to us because they lack the time, knowledge, or desire to manage their own finances. Some have even worked with other advisors in the past, but they have not felt comfortable with the advice or service that they were receiving.
While we help people from all walks of life, most of our clients are gay and lesbian couples searching for a knowledgeable advisor to help them with their planning needs. Domestic partners face unique planning hurdles, which if not managed appropriately, could cause significant financial problems for the couple.
Many of our clients also have pension plans (such as teachers, professors, or employees of companies such as Verizon and IBM). People with pension plans have only one chance to make the right decision for a lifetime of distributions. Not wanting to make a costly error, our clients turn to us for advice.
We are also a green, eco-friendly company. We used recycled and organic materials when possible, we recycle, and we use 100% wind energy for our electricity. Because we create customized portfolios for our clients, we can incorporate eco-friendly investments for those whom green investing is a priority.
As you navigate our website, you will learn that we want our clients to feel comfortable working with us. Discussing one’s finances can be an intimating venture, so we conduct our meetings in a relaxed, professional manner. We also take the time to thoroughly explain our recommendations to ensure our clients know what they are doing, why they are doing it, and what their costs will be.
If you have any questions or would like to schedule an appointment, please feel free to contact us at 410-732-2633/877-807-2633 or by using the “contact us” feature. We hope you enjoy searching our site.
