WMS Partners

About

WMS Partners was founded in 1993 on the principles of providing our clients with the same level of service that a Chief Financial Officer (CFO) would dedicate to a successful corporation. As your advocate and central point for financial affairs, we work proactively with your service providers, including accountants, attorneys, consultants, insurance professionals and philanthropic advisors. We are large enough that we provide exposure to many unique ideas and strategies in the investment, estate, tax, financial advisory and risk management arena; but small enough to provide discreet individualized guidance.