Philanthropy through the Generations
Many families struggle to find the best approach to charitable giving that will have a meaningful...
Private Equity in a Late-Cycle Environment: Promise and Peril
In a previous post, we discussed why private equity remains a stalwart of long-term portfolios...
The Enduring Appeal of Private Equity
The below is the first in a series of articles on private equity from the WMS Investment Committee.
Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and...
Todd M. Wickwire Named Chief Executive Officer of WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and...
Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 1, 2019 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client...
All Things Must Pass
The economy is at a crossroads. The world may be headed for a recession, as government bond yields...
How Would the Secure Act Affect Your Retirement Plan?
A proposed law would relax required minimum distribution rules and expand savings opportunities....
How to Maximize Wealth from the Sale of a Business? Start Planning Early
By Christopher Walczak, Partner and Senior Client Advisor
WMS’s Nate Allen to be Featured Panelist at the LPC Middle Market Loans Conference
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is...