Wealth Management Partners LLC

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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.

Given all the commercials that are filling the TV now, we probably don't need to send this one out...but just in case th...
10/23/2026

Given all the commercials that are filling the TV now, we probably don't need to send this one out...but just in case the are seniors out there, like us, who switch channels the moment the commercials come on...

https://www.medicare.gov/plan-compare/

A couple of public service announcements hit our inboxes today that we would like to share.The first one is a scam alert...
10/23/2026

A couple of public service announcements hit our inboxes today that we would like to share.

The first one is a scam alert from the Federal Trade Commission:

Here’s the latest twist on FTC impersonators: someone claiming to be an FTC official (who’s really a scammer) calls to say a phone was registered under your name and number and is being used to commit scams in another country. The “FTC official” even reads off their badge ID (it’s a fake b...

Here is some good news for MD homeowners. A Transfer on Death Deed of Trust is available in MD as of October 1, 2026! He...
10/22/2026

Here is some good news for MD homeowners.

A Transfer on Death Deed of Trust is available in MD as of October 1, 2026! Here is some basic information from the article linked below:

"A TODD allows a homeowner to name a beneficiary who will inherit the property upon the owner’s death. In some respects, it’s comparable to naming a beneficiary on a bank account or life insurance policy.

The deed is executed and recorded during the homeowner’s lifetime, but the beneficiary has no ownership rights until the homeowner’s death. This is an important distinction from some traditional probate-avoidance strategies.

A TODD may designate one individual, multiple or joint beneficiaries, or, depending on circumstances, a trust."

Commentary: Before using a TODD, homeowners should understand how it works, what it does – and does not – accomplish, and how it fits within a broader estate plan.

This is from an email we received from Charles County Government:"The annual Medicare Open Enrollment period has begun. ...
10/20/2026

This is from an email we received from Charles County Government:

"The annual Medicare Open Enrollment period has begun. From now until Dec. 7, Medicare recipients can switch coverage, change coverage plans, add or drop drug coverage, and more. Medicare changes can be complicated, so Charles County Government and the State Health Insurance Assistance Program (SHIP) are here to help. Join us for a Medicare Self-Enrollment Lab starting Oct. 28. SHIP counselors will be on hand to support users and help them make decisions about their health care future. "

The deficit for FY 2026 was released today. Almost broke $2 trillion!! Net interest on the debt surpassed $1 TRILLION!Th...
10/16/2026

The deficit for FY 2026 was released today. Almost broke $2 trillion!! Net interest on the debt surpassed $1 TRILLION!

This is getting ridiculous. We have a national election coming up in a couple weeks and no one seems to be talking about this.

The Treasury Department published the U.S. budget deficit for the 2026 fiscal year.

Today marks Jessie’s three-year anniversary of back surgery.  If you ask her whether it was worth it, she will tell you ...
10/16/2026

Today marks Jessie’s three-year anniversary of back surgery. If you ask her whether it was worth it, she will tell you the answer is a resounding YES!

Her first opportunity to get out of the house following surgery was, fittingly, a visit to the horses at the barn. Three years later, it’s only fitting that she’s celebrating this milestone doing what she loves most—spending time with her horses. 🐴

Caught this excellent interview with Dr. David Kelly from JP Morgan on Bloomberg this morning.Definitely worth watching!
10/14/2026

Caught this excellent interview with Dr. David Kelly from JP Morgan on Bloomberg this morning.

Definitely worth watching!

David Kelly, chief global strategist at JPMorgan Asset Management, says he does not expect the Fed to raise rates at its October meeting. Speaking on "Bloomberg Surveillance," Kelly argues that the meeting falls just six days before the election, when policymakers may want to avoid appearing politic...

This is a good article to help folks understand why gas prices seem higher today than in 2022 when oil prices were at si...
10/14/2026

This is a good article to help folks understand why gas prices seem higher today than in 2022 when oil prices were at similar levels.

According to the article, originally posted by International Business Times, the cost of shipping oil adds $38.50 to the cost of each barrel of oil upon delivery.

Hiring a very large crude carrier, or VLCC, to transport U.S. oil to Asia now costs about $77 million, according to Baltic Exchange data from Wednesday.

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

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