WMS Advisors, LLC

CONNECT

Address:

Rockville, MD
11300 Rockville Pike, Suite 800
Rockville, MD 20852

Charlotte, NC
6135 Park South Drive
Charlotte, NC 28210

Phone:

301-294-7804,Toll Free: 888-394-7804

Fax/Other:

301-294-7809

Our Services

 

Investment & Wealth Management

We have successfully designed and managed corporate and individual retirement plan portfolios in varying markets since 1982.

All of our Asset Class Investing portfolios are built with funds from Loring Ward and/or Loring Ward’s partner, Dimensional Fund Advisors, one of America’s most respected money managers with more than $460 billion under management, as of December 31, 2016.  Every portfolio adheres to a clear asset allocation strategy, strict fund selection parameters and a rigorous risk management discipline – the end result – a portfolio that is intended to deliver long-term market rates of return for a chosen level of risk.

Comprehensive Financial Planning

Our planning strategy begins with a thorough fact-finding and data collection process in order to fully understand our client's needs, objectives, and expectations. Based on this understanding, we are then able to suggest a variety of planning concepts incorporating portfolio design, risk management, retirement, college and cash flow planning. We also work with some of the area's leading law firms to provide our clients with some of the most sophisticated planning available.

Risk Management and Insurance Analysis

Part of our data gathering process and internal analysis includes completion of a detailed Client Profile Questionnaire and review of existing insurance to evaluate risk from various sources. Once acceptable levels of insurance are obtained through outside professionals, we monitor these levels on an annual basis.

Estates & Trusts 

We can provide planning, maintenance and compliance services for trusts of varying types including insurance, asset protection and special needs trusts.

Retirement planning and design

Our services include initial planning and design for businesses and individuals through maintenance and investment management of the underlying portfolios. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck