Wms Partners, LLC
Our client families have spent a lifetime creating wealth and seek a partner to help make life simpler by overseeing the day-to-day responsibilities of both financial and personal matters. The complexities of building a financial legacy and the desire to pass down family values to the next generation create a need for a wealth management team that has the depth and creativity to adapt to situations that are often ignored by traditional investment managers and trust companies. At WMS Partners we take a pro-active approach by working with our client families and their advisors to help prevent many of the unintended consequences of wealth. This approach ensures that we place ourselves into our client’s shoes providing the same level of care that we would for our own families. In our effort to provide superior service to our client families, WMS Partners has worked more than twenty years building an infrastructure to service the unique needs of families who have accumulated significant wealth. Our team consists of the top talent in our industry and every family we serve is supported by a group of professionals focused on helping them navigate the complexities involved in managing their wealth.
The WMS Partners Approach – True Wealth Management Based on Shared Values WMS Partners was founded in 1993 on the principles of providing our clients with the same level of service that a Chief Financial Officer (CFO) would dedicate to a successful corporation. As your advocate and central point for financial affairs, we work pro-actively with your service providers, including accountants, attorneys, consultants, insurance professionals and philanthropic advisors. We are large enough that we provide exposure to many unique ideas and strategies in the investment, estate, tax, financial advisory and risk management arena; but small enough to provide discreet individualized guidance. At WMS Partners we define wealth management by these few basic tenets: Consistent with client interests, we are a fee-only, independent advisor and our allegiance rests with our clients. We are compensated only by our clients and not by any financial incentives from product providers. Our duty is to serve our clients’ best interests, and we treat each client’s issues as if they were our own. The small number of significant relationships we serve allows us to truly focus on each client and establish intimate, long-term relationships. We coordinate and take responsibility for all aspects of a client’s financial life, consistent with his or her financial goals.
Address: Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204-4740, USA
Phone: +1 410 337 7575
FAX: +1 410 337 7641
