About Jms Capital Group Wealth Services, LLC
<p>Private real estate and private equity access is a key part of what Jms Capital Group Wealth Services, LLC brings to its advisory work. The firm is an SEC-registered investment advisor based in Sewickley in the Pittsburgh metro area.</p> <p>Jms Capital Group works with high net worth individuals, families, and businesses on wealth management and financial planning. Its focus includes wealth preservation and income generation, along with day-to-day coordination across tax planning, estate planning, and insurance decisions. The firm also helps with education savings and charitable giving as part of broader planning.</p> <p>Clients can work with an integrated set of teams across Wealth Services, Real Estate, and Development. A point of differentiation is the firm’s “Risk Number” process, which it uses to measure risk tolerance and match portfolio decisions to a client’s comfort level and goals.</p> <p>The firm reported $0.2B in assets under management (2026) and offers 3(21) fiduciary services for retirement plan sponsors alongside its private investment and lending capabilities.</p> <ul> <li>3(21) retirement plan advice and fiduciary support</li> <li>Wealth management and financial planning</li> <li>Direct private real estate and private equity access</li> <li>Portfolio lending solutions</li> <li>Wealth preservation and income planning strategies</li> </ul>
Website: https://www.jmscapitalgroup.com/
Office Locations
- Sewickley, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $161.0M