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A Legacy of Change
On top of investing and planning guidance, what families are really looking for is advice on the most important issue: their family legacy.
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Unveiling WMS's New Branding
Today, WMS Partners is getting a facelift, at least as far as our branding goes. We thought we'd take a minute to explain the thinking behind our new.
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Looking Abroad for Better Returns
Since the end of the financial crisis in 2009, U.S. equities have risen more than 300%.  This rise far outpaces international equities, which have.
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Year-End Planning Under the New Tax Law
As a result of the passage of the Tax Cuts and Jobs Act in December, 2017, year-end tax planning for individual income tax returns has become even.
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WMS Partners Recognized by Barron’s as a Top Registered Investment Advisor
We are pleased to announce that Barron’s magazine has once again recognized WMS as one of the Top Registered Investment Advisors (RIA) in the U.S..
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WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger
In June, Nate Allen joined WMS as a Senior Client Advisor serving wealthy families, family offices, foundations and trusts. Nate has extensive.
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WMS Partners Named a Top Independent Advisor by Financial Advisor Magazine
July 13, 2018 – Towson, MD – We are pleased to announce that once again, WMS Partners has been ranked as one of the U.S.’s top Registered Investment.
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WMS Partners Recognized as a Top Registered Investment Advisor by the Financial Times
July 7, 2018 – Towson, MD – WMS Partners is once again one of the top 300 Registered Investment Advisors in the U.S., according to a recent ranking.
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Two WMS Client Advisors Recognized as the Best in Maryland
February 22, 2018 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were selected by.
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Are We Worried Yet?
Are we worried yet?
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