WMS Partners Recognized for Excellence by InvestmentNews


WMS 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 of only twelve financial advisory firms to receive the award which recognizes firms for excellence in practice management and financial performance.

"The Best Practices winners truly approach their businesses as CEOs and not just as advisers," said Mark Bruno, associate publisher at InvestmentNews and head of InvestmentNews Research. "All of these firms are run by people with a long-term vision for their organization – and an ongoing commitment to improving and enhancing their businesses. Their accomplishments and stories will help educate, inform and influence the growth of this industry,” said Mark Bruno, associate publisher of InvestmentNews.

“The firms that have seen the most growth are those that have been the most strategically managed,” continued Mark Bruno.   “WMS Partners is one of those firms, and its leaders executed on their strategic plans more effectively than most firms in the industry. They are an excellent example of how – and why – professionally run wealth management firms are out-performing and well-positioned for long-term success.”


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