Wealth Management Partners LLC

Wealth Management Partners LLC Are you searching for financial planners who tailor solutions to meet your needs, not theirs? Your c

Wealth Management Partners endeavors to be diligent in evaluating our clients’ financial needs and goals; develop unbiased strategies and solutions that help guide clients on a path to financial wellness; reduce our clients’ emotional investment decision making by educating them about their options in clear and understandable terms; provide superior service to a select clientele. Wealth Management

Partners, LLC is not affiliated with The Investment Center, Inc. The use of the “Like” feature when establishing a connection with Wealth Management Partners, LLC should not be considered a positive reflection of the investment advisory services offered by said Wealth Management Partners, LLC. Visitors to this page must avoid posting positive reviews of their experiences with the Wealth Management Partners, LLC or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Wealth Management Partners, LLC.

The white pelican was back at Allens Fresh today.
08/30/2026

The white pelican was back at Allens Fresh today.

I received a wonderful surprise in the mail today!A copy of of the text of the Sadat Lectures held at the University of ...
08/30/2026

I received a wonderful surprise in the mail today!

A copy of of the text of the Sadat Lectures held at the University of Maryland with a wonderful inscription from Professor Telhami.

My thanks to Jenny Cornejo Kilberg from the University of Maryland Alumni Association for sending this to me!

I am in Nashville attending AssetMark, Inc.'s Platinum Summit.Not only am I coming home with actionable knowledge to sha...
08/28/2026

I am in Nashville attending AssetMark, Inc.'s Platinum Summit.

Not only am I coming home with actionable knowledge to share with Joyce Cool and Jessica Repasi, but I finally snagged a Glenn Dorsey bobblehead!!

Glenn is the Head of Client Portfolio Management at Clark Capital Asset Management. He IS a rock star!!

I see posts like this on Facebook all the time. They are nothing more than fear mongering and they drive me up a wall.Co...
08/21/2026

I see posts like this on Facebook all the time. They are nothing more than fear mongering and they drive me up a wall.

Comments like these are made by people who do not understand the tax brackets. Case in point:

For married couples, the 12% bracket Ends at $100,800 of taxable income.

The 32% tax bracket STARTS at $403, 550 of taxable income.

Therefore, to move from the 12% to 32% tax bracket the required minimum distribution (RMD) would need to be about $300,000. The first annual RMD amount is equal to about 4% of the account value.

A Traditional IRA would need to be worth about $7,500,000 to generate a $300k RMD.

I salute anyone who has built a $7.5 million IRA on $100k income!! 🥳🥳🥳🥳

Today is Jessie and Steven’s wedding anniversary. 🎉They eloped in Hawaii while Steven was stationed there during Covid. ...
08/21/2026

Today is Jessie and Steven’s wedding anniversary. 🎉

They eloped in Hawaii while Steven was stationed there during Covid. A year later they had a wedding to celebrate with their friends and family.

I am looking forward to attending the 2026 AssetMark, Inc. Platinum Summit in Nashville!!
08/19/2026

I am looking forward to attending the 2026 AssetMark, Inc. Platinum Summit in Nashville!!

Pics from the weekend...
08/18/2026

Pics from the weekend...

Jessie works from home most Fridays. Needless to say her co-workers have no problem sleeping on the job!
08/14/2026

Jessie works from home most Fridays. Needless to say her co-workers have no problem sleeping on the job!

AssetMark, Inc. is our primary investment management platform.Over the past 30 some odd years, I have worked with many d...
08/13/2026

AssetMark, Inc. is our primary investment management platform.Over the past 30 some odd years, I have worked with many different firms, including Assetmark in its different past iterations.

The firm and its people have a different feel, a more human approach to our profession that stands out to us because it mirrors our client focused philosophy.

I saw this post on LinkedIn this morning and wanted to share it. The sentiment expressed aptly describes what attracts us to Assetmark.

There isn't room on here for us to list everyone at Assetmark who has worked with us, guided us and helped us over the years to become the successful firm we are today. We hope they know how grateful we are and how happy our clients have been.

Address

101 Centennial Street Suite D
La Plata, MD
20646

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13018850955

Website

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