Christopher Walczak (CFP®, CTFA) Joins WMS Partners

03/13/2019People ,WMS News

Christopher Walczak (CFP®, CTFA) Joins WMS Partners

WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Christopher Walczak is joining the firm as a Partner and Senior Client Advisor.

Chris comes to WMS from GenSpring | SunTrust Private Wealth, where he spent 13 years developing extensive relationships with ultra-high net-worth families in the Washington D.C. area.  While at GenSpring, Chris provided guidance and coordinated services ranging from estate and tax planning to philanthropic giving and family governance.

Chris is choosing to grow his career at WMS, he said, because of the firm’s noteworthy stability with respect to both its professional staff as well as its client base, and because the opportunity to collaborate with WMS’s talented staff will greatly benefit the families he will serve.

“I’m truly excited to join an organization that clearly has what it takes to serve ultra-high net-worth clients,” Chris said. “What is most impressive about WMS is the mix of genuine people, the unmatched acumen of its professionals and its commitment to providing advisors with the time and resources necessary to meet the needs of the families whom they are serving. With this recipe, it is easy to see why this employee-owned firm has a 99-percent client retention rate and professionals who stay for their entire careers.”

“Chris’s experience, professionalism and judgment will serve our clients at the level they deserve,” said Tim Chase, founder and chairman of WMS. “His commitment to client service and knowledge of all aspects of the needs of high wealth families fits perfectly with our culture at WMS, and strengthens our position as the leading wealth advisory firm in the mid-Atlantic region.”

Chris is a graduate of the University of Maryland College Park, where he received a bachelor’s degree in economics.    Chris is a Certified Financial Planner™ practitioner, as well as a Certified Trust and Financial Advisor. Chris is a member of the Maryland Financial Planning Association, where he is a leader within its local Maryland chapter.  Chris has also served as a member of the board and the Chairman of the Membership Committee.

Chris lives in Columbia, MD with his wife Cara and sons Francis and Bennett. He enjoys coaching youth sports and spending time on the Chesapeake Bay.

About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an “Open Family Office” philosophy that brings sophisticated wealth planning advice, investing and other services to a wide circle of clients. WMS Partners manages more than $3.5 billion in client assets, with more than 50 employees.

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by WMS), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from WMS.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  WMS is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice.  A copy of the WMS’s current written disclosure statement discussing our advisory services and fees is available upon request. If you are a WMS client, please remember to contact WMS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.

 

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