WMS Partners is now part of HB Family Office
We are thrilled to have partnered with HB Wealth Management, a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. In addition to their robust investment and planning platforms, HB’s experience in family office services aligns perfectly with our vision of delivering comprehensive, tailored solutions to our clients. We feel truly fortunate to have found a firm with shared values and a commitment to serving clients as fiduciaries while innovating to meet their evolving needs. Together, we look forward to building a unique and fully integrated firm that delivers a truly differentiated client experience. WMS-Partners.com will be redirected to HBFamilyOffice.com in the coming months.
