Baltimore Financial Maryland
Woody Derricks CFP® - Partnership Wealth Management, LLC
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Phone: 410-732-2633 Toll Free: 877-807-2633
Meet Woody Derricks CFP® -
Building a relationship of trust means placing your interests first. That’s what we do every day. We’re locally owned, independent, and focused on the needs of our clients.
Our clients are people looking for a personal financial advisor because they lack the time, knowledge, or desire to create and monitor their financial plan.
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.
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.
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 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.
Partnership Wealth Management is a Baltimore-based Registered Investment Advisor that serves clients in Annapolis, Alexandria, & Washington, DC
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.