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Planning for 2026 Sunset of Lifetime Giving Levels

WMS Welcomes  Jacob Kelly

WMS Partners is pleased to welcome a new colleague:

Jacob Kelly, Advisory Analyst. 

Jacob will...

WMS Promotions 2024

WMS Partners is pleased to announce the following promotions:

Alex Aitken was promoted to the...

Happy Holidays, from WMS (and the Market)

“When a consensus of policymakers, commentators and investors is arrayed so overwhelmingly behind...

WMS Partners Recognized by Financial Planning Magazine

We are pleased to share that WMS Partners has been included in the upcoming print edition of...

WMS Partners Recognized by Citywire RIA

We are pleased to share that Citywire RIA has named WMS Partners as the fastest growing RIA in...

WMS Partners Recognized by FA Magazine

We are proud to share that Financial Advisor Magazine has recognized WMS Partners as one of the...

WMS Mourns the Loss of a Colleague and Friend

It is with profound sadness that we inform you of the passing of our friend, colleague, and...

Mid-Year Review and Outlook

“There is much evidence that monetary changes have their effect only after a considerable lag and...

WMS Welcomes New Colleagues

WMS Partners is pleased to welcome two new colleagues:

Michael Mele, CFA, Portfolio Manager. ...