WMS Partners is a privately owned family office providing wealth planning, investment advice, and family legacy services. They serve as fiduciaries, focusing on transparency, independence, and alignment with client interests.
1993
Privately owned
Customized portfolios with cost efficiency and risk management strategies.
Towson, Md, United States
About
Mission
Our mission is to offer independent, transparent, and client-aligned financial solutions to wealthy families.
Values
Hard work, meritocracy, respect for others, diversity, commitment to communities, authenticity, and transparency.
Participant Demographics
Serving individuals and families, including entrepreneurs, executives, multigenerational families, professional services practitioners, and individuals experiencing sudden wealth.
Track Record
Notable Achievements
Over 30 years of experience, managing $6.35 billion in AUM.
Project Track Record
Significant investments in private opportunities and ESG/SRI strategies.
Get Full Profile
Access complete investment history, team details, portfolio companies, and direct contact information.
Unlock Full AccessHeadquarters
Towson, Md, United States
Legal & Compliance
SEC
No major violations mentioned.
Access 150,000+ investor profiles
Get complete access to our database of investment firms with detailed profiles, contact information, investment preferences, and AI-powered matching.