Partnership Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

606 E Joppa Rd, Towson, Maryland, 21286,...

Phone Number

(410) 732-2633

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Partnership Wealth Management

Partnership Wealth Management is a comprehensive financial services company that specializes in providing financial advice to clients in the Baltimore and Washington DC area. The firm offers a range of services including personal financial planning, investment management, retirement planning, and estate planning, targeting individuals who have accumulated wealth but require assistance managing their financial plans. Their clients are typically hardworking individuals who prioritize creating a sustainable quality of life and seek personalized advice due to a lack of time or expertise. Partnership Wealth Management is committed to offering unbiased recommendations, ensuring clients understand their financial options and the associated costs.Explore more
Partnership Wealth Management's Social MediaPopular SearchesPartnership Wealth Management CoPartnership Wealth ManagementPartnership Wealth Management LLCPartnership WealthPartnership Management CorpSIC Code 62,628NAICS Code 52,523Show more

Partnership Wealth Management Org Chart

PhoneEmail
Woody Derricks, President & Partner at Partnership Wealth Management
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President & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Partnership Wealth Manage...

<$5M
1-10
Private
-
2005
Woody Derricks, President & Partner at Partnership Wealth Management
Woody DerricksPresident & Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Partnership Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Partnership Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Partnership Wealth Management.

Partnership Wealth Management Tech Stack

A closer look at the technologies used by Partnership Wealth Management

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Frequently Asked Questions Regarding Partnership Wealth Management

What is Partnership Wealth Management's official website?
Partnership Wealth Management's official website is www.partnershipwm.com
What is Partnership Wealth Management's Revenue?
Partnership Wealth Management's revenue is <$5 Million
What is Partnership Wealth Management's SIC code?
Partnership Wealth Management's SIC: 62,628
What is Partnership Wealth Management's NAICS code?
Partnership Wealth Management's NAICS: 52,523
How many employees does Partnership Wealth Management have?
Partnership Wealth Management has 1-10 employees
What industry does Partnership Wealth Management belong to?
Partnership Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Partnership Wealth Management competition?
Partnership Wealth Management top competitors include: Bayntree Wealth Advisors, Cascade Wealth Advisors, Great Lakes Wealth Advisors, Charles Carroll Financial Partners
What technology does Partnership Wealth Management use?
Some of the popular technologies that Partnership Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Partnership Wealth Management?
Partnership Wealth Management contact info: Phone number: (410) 732-2633 Website: www.partnershipwm.com
What does Partnership Wealth Management do?

Partnership Wealth Management is a comprehensive financial services company that specializes in providing financial advice to clients in the Baltimore and Washington DC area. The firm offers a range of services including personal financial planning, investment management, retirement planning, and estate planning, targeting individuals who have accu... mulated wealth but require assistance managing their financial plans. Their clients are typically hardworking individuals who prioritize creating a sustainable quality of life and seek personalized advice due to a lack of time or expertise. Partnership Wealth Management is committed to offering unbiased recommendations, ensuring clients understand their financial options and the associated costs.Read More

What are Partnership Wealth Management social media links?
Partnership Wealth Management Linkedin page Partnership Wealth Management Twitter page Partnership Wealth Management Facebook page
Is Partnership Wealth Management a public company?
Partnership Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Partnership Wealth Management

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