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.

Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families. They are people who kept their debt low and invested for the future. Along the way, they likely had one significant financial inflow from real estate, a cash balance pension plan, or a moderate inheritance.

Prospective clients typically come to us after their assets have reached a level at which they feel that they need help. We find that most have come to us because they lack the time, knowledge, or desire to manage their own finances. Some have even worked with other advisors in the past, but they have not felt comfortable with the advice or service that they were receiving.

Securities and advisory services offered through LPL Financial.  Member FINRA/SIPC. Woody is licensed to transact securities business with residents of the following states: AK, CA, CT, DC, DE, FL, MD, NJ, NY, PA, RI, VA, & VT.

Our clients are typically life-long savers who lack the time, knowledge or desire to manage their investments. When we initially meet, our clients are often in the midst of a life changing event (retirement, new job, inheritance) and are looking for someone to provide them with guidance. They want someone they can trust to help them feel more secure about where they are today and where they will be in the future.  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 a 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 the benefits and consequences of the options available to them.

Our full-service practice provides:  • Customized Financial Plans  • Investment Management  • Retirement Planning • Tax Strategies  • Domestic Partner Planning  • Insurance  • Estate planning  • Education Strategies  • Trust Services*  *Trust Services offered through The Private Trust Company, N.A., an affiliate of LPL Financial Corp.

While our new clients typically have at least $500,000 of investable assets, we do not have an established account minimum. During our first meeting, we take the time to determine if the prospective client will make a good fit for our practice regardless of account size. We have respectfully turned away wealthy people whom we feel would not be compatible with our culture. We also have wonderful clients who have assets below our average new client.

Hours range from 9-5 most days.  We also offer appointments in Alexandria & DC.

From the beginning, our goal has been to minimize our impact on the environment. Our efforts include using 100% recycled paper products for such items as client folders, copy paper, paper towels, and general files. We also recycle all paper, glass, bottles, cans, and ink cartridges. Not only do we recycle and reuse, but the cleaning products we use at the office are “eco friendly”.

We are proud to announce that as of July 2007 the electricity used by our office is generated from 100% wind power. Wind power is the world's fastest growing energy resource, displaces conventional power and helps eliminate air pollution problems such as smog and acid rain. Wind is also an unlimited resource which helps to reduce our dependence on energy from other countries.

Due to our energy saving and recycling programs, we were able to join several eco-friendly business associations. The goal of these groups is to build awareness by individuals and businesses on the benefits of going green. We are members of the Businesses for the Bay and the Chesapeake Sustainable Business Alliance. We are also the only financial services company in Maryland and just one of a handful in the nation to be a member of the EPA’s Green Power Partnership.