Overview
Type
Limited Liability Company
Headquarters
Towson, Maryland
Category
Investment Management
WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests. Today, WMS is bringing the benefits of a family office to a wider circle of families. As The Open Family Office, WMS helps you handle all aspects of your financial life through sophisticated advice on: • Wealth planning • Investing • Family legacy Our advisors serve as your fiduciaries and financial stewards, so your family can focus on the important things in life beyond money. WMS At A Glance • Privately owned, fee-only, fiduciary advisor • Founded in 1993 • Focused solely on advising individuals and families • Clients in more than 30 states • Client retention rate 99% • Ranked by Barron’s as one of the Top 40 Independent Advisory Firms in the U.S. in 2018 • 57 employees • $4.3 billion in assets under management as of 6/30/2018 Why Choose WMS OPEN Planning and Investing Expertise We employ an open approach, partnering with our clients’ accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers. OPEN Fiduciary Commitment From the beginning of our firm in 1993, we have structured ourselves to be our clients’ financial stewards, focused only on helping them live their best lives. That commitment is open-ended; we do whatever is necessary to help our clients, whether that fits into the usual purview of a wealth advisor or not. OPEN Authenticity of Our People We only invite professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Big egos and stuffed shirts need not apply. We understand that the key to successful client relationships is open communication and candor. WMS Partners is a comprehensive multi-family office, investment advisory and financial planning firm serving an exclusive group of individuals and families with substantial investment assets. As the chief financial officer for our clients, we are the central point and advocate for their financial affairs. We create a partnership with each client based upon mutual respect and a shared value system. We take a proactive approach with our clients' team of advisors to develop customized action plans that are well coordinated for the family's best interests. WMS Partners has been entrusted with over $2billion in assets and has a team of over forty professionals serving our clients' financial objectives. This business provides financial planning and investment advisory services.
