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Department profile
WMS Partners
Department profile | WMS Partners
Wealth Managers

Chambers Review

Provided by Chambers

Wealth Managers - Maryland

Spotlight

What the Team is Known For

WMS Partners provides high net worth clients with investment management, wealth planning and family office services. The firm is now part of HB Family Office.

Strengths

They have some very good people. I found them to be good planners, taking a good, holistic, overall approach to working with clients. They definitely look at the estate planning and other investments.