WMS Partners is proud to announce that for the second consecutive year we have been named to Barron's list of the "Top 100 Independent Financial Advisors" in the nation. WMS Partners maintained its place on the list as the only firm named from the Baltimore area and one of three located in the state of Maryland.
We hold the Barron's list in high regard and it is a testament to the long-lasting relationships we have built with our client families. We would like to take this opportunity to thank all of our clients, employees and friends for the support they have provided to help grow WMS Partners over the past two decades.
Second only to our client relationships are the strong relationships we have formed with the employees and partners at WMS Partners. Our staff now boasts 13 partners and a total of 48 team members. The future is bright and our ownership now spans three generations to serve the needs of your family and help you achieve your financial goals.
Earlier this year at our annual partners retreat we refined many of the core beliefs that we strive to follow each and every day at WMS Partners. We firmly believe that these beliefs have been the foundation for our success and what sets our firm apart from others in our industry.
These core beliefs are:
Objectivity: We always strive to eliminate conflicts of interest that could interfere with our advice to clients. We are compensated only by our clients and not by any financial incentives from product providers.
Comprehensive: Our approach is holistic and we strive to become the "Chief Financial Officer" to our clients.
Limited Clients: We keep the focus of the firm on a smaller number of larger clients. By limiting the number of clients that we accept to only those that have significant assets, we are able to build close, long lasting relationships with our clients.
Families: With rare exceptions, our clients are individuals and families, not institutions. Our core strength is in advising high net worth families on the wide range of financial issues that impact them. Our advice is customized and tailored to the client's needs and is based upon a trusting relationship between the client and WMS Partners.
Creativity: We seek out the most creative solutions to help our clients achieve their goals. Innovative solutions for clients always trump a cookie cutter approach. This is reflected in our alternative investment strategies, our estate tax planning concepts, our client reporting and our multi-generational approach toward families.
Teamwork: We surround the client with a team of professionals perfectly suited to meet the needs of each relationship. By allowing the employees of WMS Partners to work with a diverse group of clients, partners and relationship teams, we build stronger professionals.
We thank you for the confidence and trust you have placed in WMS Partners and look forward to the opportunity to continue to serve your family.
IMPORTANT DISCLOSURES
