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.
We specialize in helping Gay and Lesbian 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 proper asset allocation for their investments, assess their insurance needs, and evaluate their retirement strategies.
We also specialize in helping our clients make the best decisions with their pension plans. While most have estimated their pension income, few truly understand benefits and consequences of the options available to them.
Because we create custom strategies, we can use eco and socially-responsible investments for your portfolio.
Our full-service practice provides:
• Customized Financial Plans • Investment Management
• Retirement Planning • Tax Strategies • Domestic Partner Planning
• Insurance • Estate planning • Education Strategies • Trust Services*
Visit our website to learn more about us, our charitable work, and our eco-friendly business practices.
Woody is registered to discuss/transact securities business with residents
of the following states: Alaska, California, Connecticut, Florida, Delaware,
District of Columbia, Maryland, New Jersey, New York, Pennsylvania, Rhode
Island, Vermont, and Virginia.
*Trust Services offered through The Private Trust Company, N.A., an affiliate LPL Financial Corp.
Securities & Financial Planning offered through LPL Financial. Member FINRA/SIPC.
