Partnership Wealth Management
Financial Services • 
Towson, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 606 E Joppa Rd, Towson, Maryland 21286, US |
| Phone number | +18778072633 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Financial Planning, Retirement, Investment Management, Retirement Income Planning, Pension Planning, Same-Sex Couple Financial Planning |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Key Contact at Partnership Wealth Management
Woody Derricks
President, Partner
Partnership Wealth Management Email Formats
Partnership Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@partnershipwm.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@partnershipwm.com | 50% |
{first name} | john@partnershipwm.com | 50% |
About Partnership Wealth Management
Partnership Wealth Management is a Baltimore-based Registered Investment Advisor that serves clients in Annapolis, Alexandria, Washington, DC, and in over a dozen states around the country. As a comprehensive financial services company, we help our clients plan for their future through our customized financial planning strategies. We provide our clients with reassurance regarding their financial 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. We’re independent, so you don’t have to worry about our recommendations being biased towards a specific investment or product company. While we help people from all walks of life, many of our clients are same-sex couples searching for a knowledgeable advisor to help them with their planning needs. The majority of our clients have pension plans (such as Verizon, IBM, the federal government, and university employees). People with pension plans have only one chance to make the right choice for a lifetime of distributions. Not wanting to make a costly error, our clients turn to us for advice. Investment advisory services are offered by Partnership Wealth Management, a Securities and Exchange Commission Registered Investment Advisor. Investments involve risk and are not guaranteed. This information has not been tailored to suit any individual. Be sure to first consult with a qualified financial adviser and/or tax professional about your particular situation. Third-party posts found on this profile do not reflect the views of Partnership Wealth Management and have not been reviewed by Partnership Wealth Management as to accuracy or completeness.
Partnership Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Partnership Wealth Management has 4 employees across 2 departments.
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Number of employees
Funding Data
Partnership Wealth Management has never raised funding before.
Partnership Wealth Management Tech Stack
Discover the technologies and tools that power Partnership Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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CanadaFrequently asked questions
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