October 25, 2016WMS Partners Recognized for Excellence by InvestmentNews
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices Award from InvestmentNews. WMS Partners is one.Read more.
September 23, 2016Proposed Regulations Restrict Estate and Gift Planning Techniques Utilizing Valuation Discounts
The Treasury Department recently issued proposed regulations that restrict or eliminate many of the valuation discounts currently being used to lower.Read more.
August 23, 2016Martin 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 Wealth Advisors. Mr. Eby was ranked 39 out of.Read more.
August 19, 2016Sam 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 Advisor. Sam joins WMS Partners from Matheys Lane.Read more.
August 11, 2016Private 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 "Alternative Investments". Just what are these and what.Read more.