Partnership Wealth Management

At Partnership Wealth Management, we are dedicated to helping our clients achieve their financial goals. Our team of experienced financial advisors provides personalized services to ensure that each client receives tailored advice that meets their unique needs. We understand that every individual has a different financial situation, and we strive to provide a comprehensive approach to financial planning.

Our Services

We offer a wide range of services designed to help our clients plan for their future. These services include Personal Financial Planning, Investment Management, Retirement Planning, Same-Sex Financial Planning, Financial Planning for Women, Retirement Plan Consulting Services, Insurance Planning and Review, Saving for College, and Estate Planning. Our goal is to provide a holistic approach to financial planning, ensuring that our clients have a clear understanding of their financial options and how to achieve their goals.

Who We Are

Partnership Wealth Management is a Baltimore-based company with a strong presence in Annapolis, Alexandria, and Washington, DC. Our team includes experienced financial advisors such as Woody Derricks, Debbie Doyle, and Holly O'Rourke, who are committed to providing exceptional service to our clients. We have a reputation for being knowledgeable and trustworthy, and we take pride in building long-term relationships with our clients.

Our Approach

At Partnership Wealth Management, we believe in taking the time to understand each client's unique financial situation and goals. We do not believe in a one-size-fits-all approach to financial planning. Instead, we work closely with each client to develop a personalized plan that addresses their specific needs and objectives. Our advisors are dedicated to staying up-to-date with the latest financial trends and strategies, ensuring that our clients receive the best possible advice.

What Sets Us Apart

What sets us apart from other financial advisory firms is our commitment to providing personalized service and our extensive experience in working with a diverse range of clients. We have a proven track record of helping our clients achieve their financial goals, and we are dedicated to continuing this tradition. Whether you are looking to plan for retirement, manage your investments, or simply need advice on managing your day-to-day finances, we are here to help.