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WMS Partners Names Laura Carr Chief Operating Officer

WMS Partners (“WMS”), a $5 billion multi-family office focused on wealth planning and investing...

Changes, They are a Comin'...Maybe

In recent weeks, we have seen several pieces of proposed tax legislation introduced in Congress....

Jeff Hill Named Forbes Best-In-State Wealth Advisor 2021

WMS Partners is pleased to announce that one of the firm’s advisors— Jeff Hill—was once again...

Kelly Moore Nowottnick, JD joins WMS Partners as Senior Financial Advisor

WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is...

New Year, New Projections & Predictions

Darkest Before the Dawn

Key Points

  • The pathway to a sustained, durable recovery in 2021 is now far clearer than it has...

Post-Election Tax Planning