WMS Advisors, LLC

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WMS Advisors, LLC We provide a broad spectrum of services in investment management, business, and comprehensive financial planning for individuals and small businesses.

WMS Advisors, LLC is a financial services company and investment advisory firm with over 35 years experience in the financial industry. The firm provides a broad spectrum of services in investment management, business and comprehensive financial planning for individuals and small businesses. A sampling of our services includes:
Investment Management
Wealth Management
Risk Management and Insurance Analysis
Estates & Trusts – planning, maintenance and compliance services
Retirement Plan design and management for businesses and individuals
College planning and investment management

All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please visit the disclosures links at the bottom of www.wmsadvisors.com for more details.

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the ...
10/16/2026

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the money stays locked up until January 1 of the year they turn 18. After that, it works like a traditional individual retirement account. The IRS in 2026 clarified that family, friends, and employers can contribute up to $5,000 per child per year, with employers capped at $2,500 of that.

A 529 runs on different rules. There's no federal cap on yearly contributions, though each state sets its own lifetime limit. The IRS says that a parent can contribute up to $19,000 per year ($38,000 for a couple) without any gift tax paperwork. Money can be withdrawn at any time for qualified education costs, and the earnings are exempt from federal tax.

#529

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similari...
10/13/2026

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similarity ends there. One is designed for educational expenses, but the other is open-ended. College, a first home, retirement, or anything else.

#529

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cy...
10/01/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

Goodbye Summer ☀️ Hello Fall 🍂 We're looking back on the moments that made our team members summer special.From family v...
09/22/2026

Goodbye Summer ☀️ Hello Fall 🍂

We're looking back on the moments that made our team members summer special.

From family vacations and beach days to outdoor adventures and time spent with loved ones, our team created memories to cherish. Thank you to everyone who shared a glimpse of your summer with us.

Here's to the memories made, the families who support us, and the exciting season ahead.

The Politics of Inflation
09/17/2026

The Politics of Inflation

A big congratulations to our colleague Alex on earning his Certified Financial Planner™ (CFP®) certification! 🎉Achieving...
09/10/2026

A big congratulations to our colleague Alex on earning his Certified Financial Planner™ (CFP®) certification! 🎉

Achieving the CFP® designation requires a significant investment of time, commitment, and expertise. Alex's dedication to professional growth and excellence reflects the values we strive for as a team every day.

We're proud of this accomplishment and excited to see him continue to grow and serve clients with even greater knowledge and insight.

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insur...
09/09/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepre...
09/07/2026

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepreneur, or retired, here's to making the most of this holiday!

Have a wonderful !

09/05/2026

The wait is over. 🏈

College football is back, bringing packed stadiums, fierce rivalries, and the return of your favorite Saturday traditions. Our team members are rooting for Clemson, ECU, NC State, University of Wisconsin, Auburn, and the University of Tennessee.

🍂 Drop your team in the comments and let us know who you're cheering for!

Address

6135 Park South Drive, Suite 510
Charlotte, NC
28210

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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