Katie Carlson's Contact Details

Katie Carlson's Company Details

WMS Partners

Towson, MD, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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• Client to Advisor Ratio 15:1 as of 12/31/2020*• Ranked by Barron's as one of the Top 40 Independent Advisory Firms in the U.S.*• 64 employees• $4.3 billion AUM as of 12/31/2020* *SEE OUR DISCLOSURES at WMS-PARTNERS.COM/DISCLOSUREWhy Choose WMS OPEN Planning and Investing ExpertiseWe employ an open approach, partnering with our clients' accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers.OPEN Fiduciary CommitmentFrom 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 PeopleWe 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.