LGBT Wealth Management

As an Accredited Domestic Partnership Advisor(sm), Woody specializes in helping Gay and Lesbian couples pursue their financial planning objectives. His 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.

Request a Domestic Partner Planning packet

1819 Thames Street | Baltimore, MD 21231 | (410) 732-2633 | (877) 807-2633 | Fax (410) 732-2634
Available by Appointment in Alexandria and DC

Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC www.finra.org
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure please visit www.sipc.org

The registered representative of LPL Financial that is associated with this site is registered to discuss and transact securities business in the following states: AK, CA, CT, DC, DE, FL, MD, NJ, NY, PA, RI, TX, VA, VT.