About UsE

Community Involvement

About Us

Community Involvement

Since we began Wealth Management Partners, we’ve remained committed to being active, engaged members of the Southern Maryland community. From speaking to businesses and organizations about smart financial planning to helping lead a local networking group, we stay involved because we care about our neighbors in Southern Maryland.

Community Education Outreach

Over the years we have been asked to speak to small groups on a variety of financial planning-related topics.

A few of the organizations we have partnered with include: the College of Southern Maryland, the Charles County Sheriff’s Office, the Lions Club, New Life Church, the Southern Maryland Association of Realtors, The University of Maryland College of Behavioral and Social Sciences, Inner Alpha Fitness Semi Annual Client Event, the Charles County Chamber of Commerce, and the Charles Regional Medical Center Foundation.

If your group would like us to speak on a personal financial planning related topic, please reach out to us.

Charities We Support Individually and/or as a Firm:

  • Blessings in a Backpack
  • Charles County Chamber of Commerce Stuff the Bus
  • Charles County Crime Solvers
  • Charles Regional Medical Center Foundation
  • Johnstown Area Heritage Association
  • Lifestyles of Maryland
  • Mattawoman Creek Art Center
  • Minersville Community Action Committee
  • Newburg VFD via Pops Car Show sponsorships
  • Shriners Hospitals for Children
  • Spring Dell Center, Inc
  • St. Jude’s Hospital
  • The Anwar Sadat Chair for Peace and Development
  • The Community Foundation for the Alleghenies

A Community Commitment That Spans Generations

In the Minersville community of Johnstown, PA, there’s a playground that holds many memories for Robert Ramos and his family. These memories trace back to summers he spent with his grandparents. It was a simpler time. Over the years, the playground fell into significant disrepair.

In 2022, the Minersville Action Committee received a grant to rebuild the playground. The grant was substantial, but it wasn’t enough to fund all the community’s priorities. Amenities like a safe play area for the smallest children were unlikely to be constructed.

Working alongside the City of Johnstown, Rob supported the project to fund the new equipment — a jungle gym and swing set. This ensured the next generation could make their own memories, just like he did.

This project was a simple way to give back to a place that shaped his childhood and will hopefully shape many more to come. This small project is a perfect example of the larger values that guide our company approach: working together, with a focus on community, and giving back where it matters most.

Random Acts of Kindness

As we celebrated our 10th anniversary in 2015 and again as we celebrated 15 years in 2020, we chose to celebrate by inviting our clients to join us in a “Random Acts of Kindness” campaign.

We were filled with excitement as 2020 began. It was our firm’s 15th anniversary and we had big plans to celebrate. As you might have guessed, almost all those plans were dashed.

The premise of the campaign is simple; give the $100 to someone in need. In 2015, we sent $100 to 50 clients and asked them to pass along the money to an individual or family in need (no formal charities). We then asked the clients to send us the story of their Random Act of Kindness. In 2020, a particularly challenging year, we sent $100 to 100 clients and asked the same of them.

Each year, we asked our clients to share the stories of their Random Acts of Kindness, and we compiled them into a booklet. Names and some details were changed to protect identities.

Before you begin reading, we’ll provide you with the a warning: You may want to have some tissues handy!!