# Jms Capital Group Wealth Services, LLC
Source: https://planprovider.pro/provider/jms-capital-group-wealth-services-llc

> 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-re…

Retirement Plan Advisor

Sewickley, PA

## 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/](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

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