Baltimore Wealth Management

William Blair Private Wealth Management

The Baltimore Team

Our Baltimore-based team has formed William Blair’s first Private Wealth Management office in the Mid-Atlantic to serve a broad range of individuals, families, institutions, and companies with investment advice and wealth planning services. We proudly embrace the firm's mission to engage in our communities.

Quarterly Investment Commentary

View our Q1 2022 Global Market Review and Outlook.

Download our commentary
Businessman writing at a desk

Thinking Logo | William Blair logo

THINKING 2021: Navigating the Path Ahead is a digital experience that keeps you up to date on the trends that matter most. Watch as experts from across William Blair discuss the accelerated adoption of technology, business opportunities, and the deglobalized environment as we approach a post-pandemic world.

Go to William Blair Thinking
Boat driving through ice

Our Journey to a Sustainable Future

William Blair is on a continuing journey to explore how environmental, social, and governance (ESG) factors, impact investing, and corporate social responsibility inform the ways we create value for our clients, colleagues, and communities. Read more about how William Blair incorporates sustainability and corporate governance factors across our business lines.

Learn more
Blurred picture of people walking in a city

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Emblem
1935

Year William Blair was founded

Icon of three people
+1,850

Employees worldwide

Dollar sign icon
+131 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon
20+

Offices worldwide

Checklist icon
+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Thought Leadership

Education Financing

Among its many benefits, a college education can have a significant impact on future earning potential. It is an important investment. It is also becoming a more expensive one as increases in college costs continue to outpace inflation.

Read more

Spouse Lifetime Access Trust

The SLAT is a type of irrevocable trust used to transfer wealth outside your estate in which one spouse creates a trust for the benefit of the other spouse and his/her heirs.

Read more

Our Latest News

Ready to start a conversation? Contact us today.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

Copyright © 2022 William Blair & Company, L.L.C. | Privacy Terms

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures