WMS Partners

OPEN Planning and Investing Expertise

At WMS, we have 25 years of experience helping families navigate the complexities of their wealth through sophisticated planning and investing. 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

The second reason why we believe that families choose WMS as their advisor is our commitment to clients. 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.

BRINGING SOPHISTICATED ADVICE TO A WIDER CIRCLE OF FAMILIES.

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Insights & News

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WMS Welcomes Francisco Guzman Castro

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Planning for 2026 Sunset of Lifetime Giving Levels

Families Choose WMS For Our Open Family Office

OPEN Planning and Investing Expertise

OPEN Fiduciary Commitment

OPEN Authenticity of Our People

1993

Meet Our Team

We can't wait to meet you!

Insights & News