What is WMS Partners LLC?

WMS Partners LLC is a wealth management firm that provides financial planning, investment management, and advisory services to individuals, families, and institutions. Founded in 1993 and based in Maryland, the firm is known for its personalized, client-focused approach and fiduciary responsibility. WMS Partners offers services such as estate planning, tax strategies, philanthropy planning, and multi-generational wealth management. Their team of advisors works closely with clients to develop tailored solutions to help them achieve their financial goals. As an independent firm, WMS Partners is not tied to any specific financial products or institutions.