While our greatest reward is always the success of our clients, we’ve been fortunate over the years to be recognized many times by highly respected organizations both in our industry and within our community. We appreciate these awards and know that they are only made possible because our clients have placed their trust in us.
Southern Maryland Best of the Best
Best Investment Management Firm
Each year since 2020, Wealth Management Partners has been recognized by the Southern Maryland News as its readers choice for top investment firm In 2020, during the height of the COVID 19 pandemic, the newspapers launched contest that asked readers to vote for the best businesses by category in Southern Maryland. The contest consisted of two rounds: a nomination round and a final selection round.
The inaugural “Reader Approved” contest received over 100,000 votes. A winner in each category was selected for each county in Southern Maryland (Calvert, Charles and St Mary). Wealth Management Partners was recognized as the Reader Approved winner for Investment Management in 2020. We were repeat winners in 2021.
In 2022, the format changed and only one winner was selected in each category for the entirety of Southern Maryland. The contest was renamed the Best of the Best of Southern Maryland.
At the gala awards ceremony held at the Jaycees Hall in Waldorf on Dec 1, 2022, Wealth Management Partners, LLC was named Best of the Best in Southern Maryland.
Ralph S. DeVito Achievement Award
Wealth Management Partners in 2019 became the first team to be selected by The Investment Center for its prestigious Ralph S. DeVito Award, named for the firm’s founder. As our team won this award, Joyce Cool became only the second woman to earn such an honor.
The Investment Center is an independent broker-dealer and has been recognized by Investment Advisor Magazine seven times as a Broker-Dealer of the Year. In 2019, it hosted its National Education Conference in New Orleans.
The conference culminated in a dinner at the World War II Museum where the annual advisor awards were bestowed. The highest honor presented was the Ralph S. DeVito Achievement Award.
It is a distinguished honor that recognizes advisors who demonstrate excellence with their clients, execute on business development, give back to their community, deliver unparalleled service and have an exceptional reputation.
Putting the client’s interest ahead of our own, providing outstanding service and communicating with clients in an open and honest fashion aren’t just marketing slogans for us. They are our guiding principles.
This award means so much to us because it recognizes the characteristics that we strive to achieve. Being in a position to receive this recognition would not have been possible without the trust our clients have placed in us and the advice and support from numerous colleagues over
the course of our careers.
We thank you all and are proud to share this with you!