February 5, 2021Kelly Moore Nowottnick, JD joins WMS Partners as Senior Financial Advisor
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Kelly Moore Nowottnick, JD.Read more.
January 21, 2021Bitcoin and Cryptocurrency – Controversy and Common Sense Read more.
December 28, 2020Efficient Strategies for Making Charitable Contributions Read more.
December 17, 2020Retirement Plan Alternatives for the Self-Employed Read more.
September 29, 2020Tax Planning Takes on Even Greater Significance in This Election Year
There has been a great deal of discussion and speculation concerning possible changes to estate and income tax laws depending on the results of the.Read more.
September 22, 2020WMS Partners Recognized by Barron's as a Top Registered Independent Advisor
WMS Partners is pleased to announce that Barron's magazine has recognized WMS as one of the Top Registered Investment Advisors (RIA) in the U.S.Read more.