Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant
WMS Partners, the largest independent fee-only wealth advisor in Baltimore*, is proud to announce...
Ch-ch-ch-ch-changes…
Reflecting on 2016, there was no shortage of momentous news headlines, from major global elections...
A Trump Presidency's Effect on Estate Planning
It seems like the world we know has been turned upside down. Whether you are a fan or foe of the...
2016 U.S. Election - Our Thoughts
For the second time in the past six months, the first being the Brexit vote, investors were caught...
WMS Partners Recognized for Excellence by InvestmentNews
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices...
WMS Runs for Others
Nearly 70,000 young adults are diagnosed with cancer in the United States each year. Young adults...
Proposed Regulations Restrict Estate and Gift Planning Techniques Utilizing Valuation Discounts
The Treasury Department recently issued proposed regulations that restrict or eliminate many of the...
Martin Eby Named a Top 50 Wealth Advisor by Forbes
WMS Partners is pleased to announce that Forbes has named Martin Eby to its list of America’s Top...
Sam Callard Joins WMS Partners - Advises Affluent Families on Investment Strategy and Planning
WMS Partners is pleased to announce that Sam Callard has joined WMS Partners as a Senior Client...
Private Equity? Hedge Funds? What's My Alternative?
In the world of investing, it's all too common these days to hear your advisor talk about...