A complete list of active advisors currently associated with WMS Wealth Planners

Warmer can help you find a great advisor at WMS Wealth Planners or one who fits your needs even better.

WMS Wealth Planners provides investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm offers portfolio management alongside retirement, estate, and tax planning and also provides advice on life insurance, long‑term care insurance and 529 plans while serving as a fiduciary. The firm employs a total‑portfolio approach that blends active and passive strategies and uses model portfolios tailored to client risk tolerances; it also offers ESG variants and a Charitable Endowment strategy. Its investment committee relies on a proprietary model that applies fundamental, technical and cyclical analysis and a reversion‑to‑the‑mean framework to set asset class and style weightings. Noteworthy details in the brochure include disclosure that certain advisory representatives are licensed insurance agents who may recommend and sell insurance products on a commission basis, with firm supervision and required conflict disclosures. The adviser also documents use of model portfolios and access to educational conferences and resources through its custodian, highlights multiple advanced professional credentials on the team (CFP, CPA, CIMA, CPWA, AEP), and reports managing about $315 million in client assets.

To learn more about the advisors currently working at WMS Wealth Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.