At WMS, we have 25 years of experience helping families navigate the complexities of their wealth through sophisticated planning and investing. We employ an open approach, …

Oct 21, 2018 · We designed the iconography in the logo—what we call the open circles—to echo the coordinated planning, investing and family legacy advice that WMS provides our clients.

Our Team | WMS Partners - Our people are our greatest assets.

Sep 30, 2024 · WMS Partners was founded in 1993 as a family office and an alternative for wealthy families to traditional financial-services firms—independent, transparent, and aligned …

Sep 27, 2024 · Insights We regularly publish articles on the topics that our clients are thinking about. Subscribe to our blog and receive an email when we post a new article.

Contact Us Get in Touch Phone: (410) 337-7575 Fax: (410) 337-7641 E-mail: [email protected]

Before joining WMS, Zach was a Senior Vice President at RockCreek and a Vice President at BlackRock, where he led direct co-investment transactions as well as manager research for …

Dec 11, 2024 · WMS Partners is excited to announce that we will be partnering with Homrich Berg (aka HB/HB Wealth Management), a leading wealth management firm based in Atlanta, …

One of the things that sets WMS apart is the authenticity of our people. We only invite professionals to join us who share our values of hard work, meritocracy, respect for others, …

One of the original founders of WMS Partners, Tim is involved with personnel, financial, and regulatory requirements for the firm. As Chairman, Tim's focus is the strategic direction of the …