Partnership Wealth Management, LLC
Partnership Wealth Management, LLC is a Towson, Maryland-based SEC-registered investment adviser founded in 2008. The firm offers comprehensive financial planning and investment advisory services to individuals, including high-net-worth clients, primarily in Maryland and surrounding regions. The company specializes in serving clients with pension plans (such as employees of corporations and government) and is known for its specialized services for LGBT clients. The firm provides a holistic approach to financial planning, covering day-to-day finances, retirement, tax strategies, estate planning, insurance, and charitable giving. It currently manages approximately $193 million in assets for over 450 clients and has a staff of 3-6 employees, including several financial advisors.
Investment Strategy
Partnership Wealth Management, LLC delivers comprehensive and holistic financial planning and investment advice with a focus on long-term goals. The firm tailors its investment strategies to individual clients' needs, specializing in retirement and pension planning, tax mitigation, estate planning, and insurance. It employs asset allocation and portfolio management customized to client objectives, risk tolerance, and life circumstances, particularly advising employees with pension plans and members of the LGBT community. Strategies are delivered through individualized advice, periodic reviews, and ongoing client education.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO COM | 12.48% | $16.2M | 21,236 | $604.12 | $763.00 | -$762.6K |
I IJH | ISHARES CORE S&P MID-CAP ETF | 8.44% | $11.0M | 167,911 | $59.97 | $65.26 | +$489.2K |
R RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 8.25% | $10.7M | 56,467 | $174.66 | $189.70 | +$4.1M |
S SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7.32% | $9.5M | 221,965 | $37.33 | $42.79 | +$822.8K |
I IJR | ISHARES CORE S&P SMALL CAP ETF | 6.66% | $8.6M | 72,777 | $113.52 | $118.83 | +$770.9K |