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Wms Partners, LLC

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Wms Partners, LLC

Overview:

The WMS Partners Approach – True Wealth Management Based on Shared Values
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 pro-actively 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.
At WMS Partners we define wealth management by these few basic tenets:

   Consistent with client interests, we are a fee-only, independent advisor and our allegiance rests with our clients. We are compensated only by our clients and not by any financial incentives from product providers.
   Our duty is to serve our clients’ best interests, and we treat each client’s issues as if they were our own.
   The small number of significant relationships we serve allows us to truly focus on each client and establish intimate, long-term relationships.
   We coordinate and take responsibility for all aspects of a client’s financial life, consistent with his or her financial goals.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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