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Other advisors judge their ideal client by the size of their wallet. Ours is someone we would like to have dinner with.
- Joyce Cool and Robert Ramos
Do not save what is left after spending but spend what is left after savings
Successful investment is about managing risk, not avoiding it.
A goal without a plan is just a wish.
Without investments retirement may be a dream that never comes true.
- SEC Commissioner, Kara Stein
A good financial plan is a roadmap that shows us exactly how the choices we make today will affect our future.
- Alexa Von Tobel
Since 2005, Wealth Management Partners, LLC has combined the best of large and small financial planning firms to deliver superior client service, advice based on decades of experience, a wide array of investment management options and comprehensive financial planning services.
Unlike advisors who attempt to personally manage their client’s portfolios, we outsource the day to day portfolio management. This frees our professionals to focus on you, your goals and your legacy. It also prevents us from falling into the trap of providing only a small number of cookie cutter type solutions to every prospective client.
Robert T. Ramos CFP®, ChFC®, CASL®
Rob obtained a Bachelor’s degree in Economics from the University of Maryland before entering the financial services field with Prudential in...
Joyce M. Cool ChFC®, CDFA™, CASL®
Joyce began her career in the financial services industry in November 1998. She spent the first 5 years of her career with Monumental Life before she...
Wealth Management Partners manages assets for individuals and families, providing investment management, and financial planning services.
Advice to the Newlyweds!
Robert Ramos | Aug 22, 2020
Start your lives together on the right foot!
A Message for Younger People
Robert Ramos | Apr 10, 2020
A Message for Younger People This piece is intended for anyone who is under 35 or so. The country, the world, is currently in the throes of its latest crisis. This may be the first crisis you are experiencing as an independent adult. We are truly sorry to inform you it won’t be the last. We are happy to inform you that the country and the world have survived every past crisis and we will...
Volatility Works on the Upside too!
Robert Ramos | Mar 27, 2020
We are fielding a lot of questions and hearing a lot of TV/internet commentary about how long it will take for stock markets to recover. The true answer to that question is no one knows for sure. Any commentator or newsletter writer that professes to have some crystal ball is just wrong. However, we can look back at history and see how long it took the S&P 500 to retrace losses. The chart is from...
La Plata, MD 20646
Disclosure     Form CRS      The Investment Center Inc
All securities offered through The Investment Center, Inc. Member FINRA/SIPC Advisory services provided through IC Advisory Services, Inc. – An SEC Registered Investment Advisor Wealth Management Partners is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Robert Ramos and Joyce Cool are registered representatives of The Investment Center, Inc.