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.
Fiduciaries Since Inception
Assets Under Management
(As of 12/31/2021)
15 : 1
Client To Advisor Ratio
(As of 6/30/2021)
Insights & News
ON THE TOPICS THAT MATTER MOST TO YOU
We regularly publish articles on the topics that our clients are thinking about.