Print thisPartnership Wealth Management Jobs in Maryland
Company:Partnership Wealth ManagementCurrent Opportunities (0) Company Website  Location(s):2835 ODonnell StreetSuite 303 Baltimore, MD 21224 Map Location
Phone:(410) 732-2633Fax:(410) 732-2634Industry:Finance / Banking / AccountingSize:Not available |
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Company OverviewWant to get away from the corparate world? Then apply to Partnership Wealth Management, LLC. We're a small business in the heart of Canton, Baltimore, that specializes in providing stellar client service and helping clients feel comfortable. Creativity and suggestions are encouraged by all staff members, and we will work with you to develope a schedule that works for everyone.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. The best applicant would be professional, open-minded, hardworking, and creative. Please review our website to learn more about us. |
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