• WELCOME TO THE CHARLES COUNTY
    CHAMBER OF COMMERCE

                                                                                                         

  • Wealth Management Partners

    • Financial Planners/Advisors
    603 Post Office Road, #106
    Waldorf, MD 20602
    (301) 885-0277
    (301) 885-0950 (fax)
    Hours:
    Monday thru Friday, 9:00 am to 5:00 pm; evenings by appointment only
    • About

      We are independent financial planners with 40 years of experience. Investment Management solutions, retirement, estate, insurance and divorce financial planning are among our areas of expertise.

    • Whom to Contact

      • Joyce Cool, ChFC, CDFA, CASL
        Financial Advisor
        603 Post Office Road, #106
        Waldorf, MD 20602
        Phone: (301) 885-0277
        Cell Phone: (301) 751-4326
        Fax: (301) 885-0950
      • Robert T Ramos, CFP, ChFC, CASL
        Financial Advisor
        603 Post Office Road, #106
        Waldorf, MD 20602
        Phone: (301) 885-0955
        Fax: (301) 885-0950