Center Stage – The 2020 Online Auction for Baltimore Center Stage
Auction Ends: Mar 1, 2020 10:00 PM EST

Services

Financial Plan and Session

Item Number
132
Estimated Value
1000 USD
Sold
200 USD to rb4d1fbd4
Number of Bids
1  -  Bid History

Item Description

You are bidding on a comprehensive financial plan and two planning sessions. The financial plan can address your needs such as retirement planning, investment strategies, estate and tax strategies, insurance assessment, and can target educational and other goals. 

As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing clients with financial planning and wealth management services to help them make the most of their investments. Partnership Wealth Management has a long history of working with the LBGT community and specializes in pension strategies and socially responsible investing. 

Item Special Note

Certificate is valid until March 1, 2021, for first-time clients only of Partnership Wealth Management. Partnership Wealth Management is not registered in NE, NH, LA, or TX; therefore, residents of those states cannot bid on this item. Offices are located in downtown Baltimore, DC, and Alexandria, VA.