WMS Partners

WMS Welcomes Tyler French and Andrew Michaels

WMS is pleased to welcome two new colleagues as Associate Advisors, Tyler French and Andrew Michaels

WMS Partners and Homrich Berg Combine to form a Top-tier Firm in the Fiduciary Wealth Management space

To our Valued Clients and Loyal Partners,

WMS Partners is excited to announce that we will be...

WMS Partners Recognized by Barron's

We are proud to share that Barron'shas recognized WMS Partners as one of the Top 100 Registered...

WMS Partners Recognized by FA Magazine

We are proud to share that Financial Advisor Magazine has recognized WMS Partners as one of the...

WMS Announces Four New Shareholders

WMS Partners is pleased to announce the addition of Eric Bland, Lesa Crosser, Zach Ruchman and...

WMS Welcomes  Francisco Guzman Castro

WMS Partners is pleased to welcome a new colleague:

Francisco Guzman Castro, Advisory Analyst. ...

WMS Welcomes  Jacob Kelly

WMS Partners is pleased to welcome a new colleague:

Jacob Kelly, Advisory Analyst. 

Jacob will...

WMS Promotions 2024

WMS Partners is pleased to announce the following promotions:

Alex Aitken was promoted to the...

WMS Partners Recognized by Financial Planning Magazine

We are pleased to share that WMS Partners has been included in the upcoming print edition of...

WMS Partners Recognized by Citywire RIA

We are pleased to share that Citywire RIA has named WMS Partners as the fastest growing RIA in...