WMS Partners Employee Directory

About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an "Open Family Office" philosophy that brings sophisticated wealth planning advice, investing and other services to a wide circle of clients. WMS Partners manages more than $4 billion in clien... t assets, with more than 60 employees. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by WMS), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from WMS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. WMS is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the WMS's current written disclosure statement discussing the company's advisory services and fees is available upon request.Read More