Financial Plan & Two Planning Sessions

"The item for bid is a financial planning certificate valid for a comprehensive financial plan and two planning sessions. The financial plan can address your goals such as retirement planning, investment strategies, estate & tax strategies, insurance assessment, and can address other goals such as education.

As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them make the most of their investments. At Partnership Wealth Management, we have a long history of working with the LGBT community. We also specialize in Pension Strategies & Socially-Responsible Investing.

We are a PET-FRIENDLY business. The owner brings his two dogs to work daily, we are the founders of Paws for a Cause annual charity night, and we have been strong supporters of local animal groups.

Recognized in 2019 by the Baltimore Business Journal as a Leader in Diversity & as a finalist for InvestmentNews' Excellence in Diversity & Inclusion award. In 2010, Woody was recognized by Baltimore SmartCEO as an ECO CEO & by the Baltimore Business Journal as a Green Entrepreneur. "

Limitations: Good for up to one year after the event date & valid for first-time clients of Partnership Wealth Management only. Partnership Wealth Management is not registered in NE, NH, LA, or TX; therefore, residents of those states cannot bid on the auction item.

*Winner will be contacted via email.