Homrich Berg
Homrich Berg is a wealth management firm headquartered in Atlanta, Georgia, established in 1989. The firm specializes in fiduciary fee-only investment management and financial planning services. Its offerings encompass a range of services, including asset management, manager selection, risk management, rebalancing portfolios, and alternative investments. Additionally, Homrich Berg serves various clients, including foundations, nonprofits, and family offices, with a focus on tailored financial planning and investment strategies. As a Registered Investment Adviser, the firm is committed to providing fiduciary services that prioritize the interests of its clients.
WMS Partners, LLC is a wealth management firm based in Towson, Maryland, founded in 1993. The firm specializes in providing comprehensive financial advisory services to high net worth individuals and families, including wealth planning, investment management, and estate planning. WMS Partners acts as a fiduciary, collaborating with various service providers such as accountants and attorneys to offer a holistic approach to financial management. The firm manages investments in public equity and fixed income markets and employs a long/short strategy, utilizing fundamental, technical, and cyclical analysis supported by both in-house and external research. With a focus on helping clients navigate their financial lives, WMS Partners aims to allow families to concentrate on their personal priorities beyond monetary concerns.
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