Christopher Walczak

Background

About Christopher Walczak

Chris joined WMS Partners as a Principal and Sr. Client Advisor in 2019. In 2021 he joined the Shareholder group. He is a trusted Sr. Advisor to his clients and also a team lead, overseeing the delivery of WMS Family Office services by multiple client teams. Further, he serves as Chair of the Advanced Planning Committee. WMS is a privately owned Registered Investment Advisor (RIA) that manages over $5 Billion of capital for some of the country’s wealthiest families. It is a Family Office that extends not only the expertise needed to help Ultra High Net Worth Families solve their unique complexities, but also brings those services to a wider circle of clientele. This recipe has lead WMS to a client retention rate of 99% and rated as the #1 Wealth Advisor in Maryland. Prior to joining WMS, Chris was a Wealth Strategist for GenSpring|SunTrust Private Wealth and prior to that with GenSpring Family offices. He spent 13 years there working exclusively with ultra-high net worth families, serving as a trusted advisor and delivering services ranging from Estate and Tax planning to family education and governance. Chris earned his Bachelor’s Degree in Economics from the University of Maryland and is an active alumnus. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Trust and Financial Advisor. Active in his professional community, Chris is a member of the Financial Planning Association and is a leader within its Maryland chapter where he was a member of the board and the Chairman of the Membership Committee. He is also a member of the Howard County Estate Planning Council. Chris spends his personal time with his wife Cara, sons Francis and Bennett, and two dogs at their home in Columbia, MD. He enjoys coaching youth sports, spending time on the Chesapeake Bay, and performing his own auto and home maintenance.