The CARES Act – Provisions related to 2020 Required Minimum Distributions
Late Friday, March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic...
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WMS News (4)
Coronavirus Pandemic Related Postponement of April 15 Tax Filings and Payments to July 15
Friday afternoon, March 20, 2020, the IRS officially announced that certain tax returns due April...
WMS Operational Update
To Our Valued Clients,
Philanthropy through the Generations
Many families struggle to find the best approach to charitable giving that will have a meaningful...
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...
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...
Christopher Walczak (CFP®, CTFA) Joins WMS Partners
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is...
Unveiling WMS's New Branding
Today, WMS Partners is getting a facelift, at least as far as our branding goes. We thought we'd...
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,...