Partnership Wealth Management's President is Woody Derricks, CFP®, Accredited Domestic Partnership AdvisorSM, CDFA™.

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 an 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.

While we help people from all walks of life, many of our clients are LGBT couples searching for a knowledgeable advisor to help them with their planning needs. Domestic partners face unique planning hurdles, which if not managed appropriately, could cause significant financial problems for the couple.

We are also a green, eco-friendly company.  Because we create customized portfolios for our clients, we can incorporate eco-friendly investments for those whom green investing is a priority.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

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For a list of the states in which I am licensed to do business, please visit my website.