WMS Welcomes Tyler French and Andrew Michaels https://hubs.la/Q030QGh80
About us
WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests. Today, WMS is bringing the benefits of a family office to a wider circle of families. As The Open Family Office, WMS helps you handle all aspects of your financial life through sophisticated advice on: • Wealth planning • Investing • Family legacy Our advisors serve as your fiduciaries and financial stewards, so your family can focus on the important things in life beyond money. WMS At A Glance • Privately owned, fee-only, fiduciary advisor • Founded 1993 • Focused solely on advising individuals and families • Clients in more than 30 states • $5.41 billion AUM as of 9/30/2022* *SEE OUR DISCLOSURES at WMS-PARTNERS.COM/DISCLOSURE Why Choose WMS OPEN Planning and Investing Expertise We employ an open approach, partnering with our clients’ accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers. OPEN Fiduciary Commitment From the beginning of our firm in 1993, we have structured ourselves to be our clients’ financial stewards, focused only on helping them live their best lives. That commitment is open-ended; we do whatever is necessary to help our clients, whether that fits into the usual purview of a wealth advisor or not. OPEN Authenticity of Our People We only invite professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Big egos and stuffed shirts need not apply. We understand that the key to successful client relationships is open communication and candor.
- Website
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http://www.wms-partners.com
External link for WMS Partners
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Towson, Maryland
- Type
- Privately Held
- Founded
- 1993
Locations
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Primary
Get directions
1 W Pennsylvania Ave
Suite 800
Towson, Maryland 21204, US
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Get directions
10980 Grantchester Way
Columbia, Maryland 21044, US
Employees at WMS Partners
Updates
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WMS’ second annual mini-golf competition was a great way to celebrate the season while raising money for Sheppard Pratt. Teams designed and built holes throughout the office, there was even a water hazard! The competition was tough but Paul Speargas, CFA and Joel Houck, CFA, CFP®, CAIA®rose to the occasion to bring home the win!
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WMS colleagues spent an afternoon packing meals at Baltimore Hunger Project. Baltimore Hunger Project is dedicated to eliminating the growing problem of weekend childhood hunger by feeding bodies and minds. Each week, volunteers assemble bags filled with a balance of healthy, child-friendly items. The food bags are distributed to 48 schools in Baltimore City and Baltimore County and then placed in the backpacks of children identified as food insecure. WMS assembled 700 food packages that will help feed hungry children over the holiday break.
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WMS Partners and Homrich Berg Combine to form a Top-tier Firm in the Fiduciary Wealth Management space https://hubs.ly/Q02_fnH90
WMS Partners and Homrich Berg Combine to form a Top-tier Firm in the Fiduciary Wealth Management space
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WMS colleagues Chad Norfolk, CFP®, Timothy Riley and Kyle Cotoia, CFP® earned their pumpkin pie by participating in The Y in Central Maryland’s annual 5k Turkey Trot. Each year the Turkey Trot raises close to a million dollars which provides financial help for families who otherwise could not afford participation in safe, educational and healthy opportunities such as preschool, camp, after school programs, and a membership at a Y family center.
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WMS Partners reposted this
WMS Partners is pleased to welcome a new colleague: Kyle Cotoia, CFP®, Associate Advisor. Kyle will support the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects as needed. Kyle recently earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate. To receive the CFP® certification, candidates must complete the education requirement; which is completing coursework on financial planning through a CFP Board Registered Program, sit for a 170-question proctored exam, and complete 6,000 hours of professional experience related to the financial planning process or 4,000 hours of apprenticeship experience. A graduate of the University of Maryland, College Park, Kyle earned a Bachelor of Science degree in Accounting and Finance. Please join us in welcoming Kyle to the team!
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WMS Partners is pleased to welcome a new colleague: Kyle Cotoia, CFP®, Associate Advisor. Kyle will support the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials, tax coordination and special projects as needed. Kyle recently earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate. To receive the CFP® certification, candidates must complete the education requirement; which is completing coursework on financial planning through a CFP Board Registered Program, sit for a 170-question proctored exam, and complete 6,000 hours of professional experience related to the financial planning process or 4,000 hours of apprenticeship experience. A graduate of the University of Maryland, College Park, Kyle earned a Bachelor of Science degree in Accounting and Finance. Please join us in welcoming Kyle to the team!
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