WMS Partners, LLC

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Location: Towson, MD
Founded: 1993
Industry: Wealth management

WMS Partners, LLC

Timothy W. Chase


WMS Partners, LLC was founded on the principle of providing clients with the same level of service a CFO would dedicate to a successful corporation, says CEO Timothy W. Chase. “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.”

Quick Tip: “If you take the high road and do what’s right, things will always work out.”

In part, WMS Partners’ growth has been fueled by Baltimore’s position at the center of the East Coast market, and by the city’s small-town feel. “Since the Baltimore network is so strong, our client growth and employee recruitment is often driven by our connections through the business community, local charities or other civic organizations,” says Chase. In addition, “the Baltimore community is accepting of new and creative ideas. When we started WMS Partners, we were outside the norm for our industry, but we always felt accepted.” To ensure that new employees at the firm will be able to make positive contributions, WMS Partners has implemented an extensive interviewing process, including a science-based personality assessment. “The due-diligence process has been instrumental in our ability to retain our highly talented professional staff,” says Chase.