Partnership Wealth Management

Partnership Wealth Management is a Baltimore-based company that helps clients in Annapolis, Alexandria, and Washington, DC. Because our clients may move or refer us to friends and family out of state, we also service clients in over a dozen states around the country. While we meet with our local clients at our office, we also offer the option for appointments via our While we help people from all walks of life, many of our clients are same-sex couples searching for a knowledgeable, LGBT-friendly financial advisor to help them with their financial planning needs. Our LGBT clients want to know the financial benefits and pitfalls of getting married, investing together, & retirement planning as a couple. Contact us for more information!