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51-200 employees
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investment management
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Towson, Maryland, US
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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.
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WMS Partners Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
63.64%
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The widely used WMS Partners email format is {f}{last} (e.g. [email protected]) with 63.64% adoption across the company.
To contact WMS Partners customer service number in your country click here to find.
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