WMS Partners is a comprehensive multi-family office, investment advisory and financial planning firm based in Towson, MD. 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 $3 billion in assets and has a team of more than forty professionals serving our clients' financial objectives.