Wms Partners
Investment Management, 1 Olympic Pl, Towson, Maryland, 21204, United States, 51-200 Employees
Phone Number: 41********
Who is WMS PARTNERS
WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firmsindependent, transparent, and aligned with clients interests. To...
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Headquarters: 1 Olympic Pl, Towson, Maryland, 21204, United States
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Date Founded: 1993
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Employees: 51-200
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Revenue: $50 Million to $100 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 8111
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NAICS Code: 541110 |
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Frequently Asked Questions Regarding WMS Partners
Answer: WMS Partners's headquarters are located at 1 Olympic Pl, Towson, Maryland, 21204, United States
Answer: WMS Partners's phone number is 41********
Answer: WMS Partners's official website is https://wms-partners.com
Answer: WMS Partners's revenue is $50 Million to $100 Million
Answer: WMS Partners's SIC: 8111
Answer: WMS Partners's NAICS: 541110
Answer: WMS Partners has 51-200 employees
Answer: WMS Partners is in Investment Management
Answer: WMS Partners top competitors include: Brown Advisory , Chevy Chase Trust , Greenspring Advisors
Answer: WMS Partners contact info: Phone number: 41******** Website: https://wms-partners.com
Answer: WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firmsindependent, 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 1993 Focused solely on advising individuals and families Clients in more than 30 states Client to Advisor Ratio 15:1 as of 12/31/2020* Ranked by Barrons as one of the Top 40 Independent Advisory Firms in the U.S.* 64 employees $4.3 billion AUM as of 12/31/2020* *SEE OUR DISCLOSURES at WMS-PARTNERS.COM/DISCLOSURE 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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