WMS Welcomes New Colleagues
WMS Partners is pleased to welcome three new colleagues:
Jackson Finigan, CFP®, Financial Advisor...
Primer on Bank Deposits and Charles Schwab Money Market Funds
The safety of our clients’ money is top of mind following the failures of Silicon Valley Bank and...
Our Thoughts on Silicon Valley Bank and the Financial Sector
Rising interest rates bring both opportunities and risks for the banking industry. In a rising...
WMS ANNOUNCES PROMOTION OF SIX COLLEAGUES
WMS Partners is pleased to announce the following promotions:
Alex Aitken promoted to the role of...
Josh Rowe Promoted to Co-Chief Investment Officer
WMS Partners is pleased to announce the promotion of Josh Rowe, Director of Research, to Co-Chief...
Secure Act 2.0 - Tax & retirement changes
Before closing out 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0), a...
WMS Nominated for Five Private Asset Management Awards
WMS Partners is pleased to announce that the firm was shortlisted for five awards as part of the...
WMS ANNOUNCES THE ADDITION OF SIX NEW SHAREHOLDERS
WMS Partners is pleased to announce the addition of Gosia Elashmawy, Joel Houck, Paul Lamari, Kelly...
2023 Thoughts: Euphoria in Reverse
Cash is once again king
There is a Silver Lining to Inflation - Expanded Tax Planning Opportunities
The Negative Effects of High Inflation
We have all experienced some form of the negative aspects of...