Naples, FL Office

WMS Advisors is a team‑based SEC‑registered investment adviser that manages approximately $281 million for roughly 131 client households and provides both discretionary and non‑discretionary portfolio management, comprehensive financial planning, retirement‑plan consulting, and advice on non‑securities matters such as tax planning, insurance and business continuation. The firm serves individuals and families, pension and profit‑sharing plans, trusts and estates, and other business entities.

Portfolios are constructed around core, asset‑class oriented strategies implemented with ETFs, index mutual funds, individual securities and selective use of alternatives (for example, private REITs and oil and gas interests), with rebalancing applied when allocations deviate from model thresholds. WMS relies on fundamental and technical research tools, delivers household‑level service tiers, and provides both ongoing investment management and standalone hourly financial planning and analysis.

The firm’s structure includes several associated persons who also practice as Certified Public Accountants, hold broker‑dealer registrations, and maintain insurance agent appointments, enabling integrated tax, accounting and insurance coordination but creating commission‑related conflicts the firm discloses and seeks to manage. WMS has also recently implemented a documented succession plan including a majority ownership transition, a notable governance development for a firm of its scale.