Your Financial Partner and Family Advisor

Our firm is designed to meet the complex needs of high net worth investors. Wealth management goes beyond traditional stocks and bonds for this group of investors and so do we. By offering access to direct private real estate, private equity investments and absolute return-oriented strategies, we can help further diversify your investment portfolio and ensure you keep the wealth you’ve worked hard for. In order to reduce the burden of managing the other various aspects of your financial life, we help coordinate tax, estate and insurance matters, execute education savings plans and family charitable giving strategies and provide property management services. The combined efforts of our Wealth Services, Real Estate and Development teams focus on providing meaningful investment opportunities with the goal of helping clients maintain their wealth while providing a steady income stream over their lifetime. Ultimately, we want to help preserve your lifestyle for generations to come through centralized management and continuity of services.

Our Company

About Us

JMS Capital Group was formed in order to provide meaningful investment opportunities to high net worth individuals, families, and businesses.

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Featured Services

Private Equity
Investing

JMS Wealth Services clients have exclusive access to a leading private equity manager through a single investment that provides immediate diversification across vintage years, managers, stages, strategies, and subclass.

Direct Private
Real Estate

Want to own real estate but not sure where to start? We handle everything from sourcing opportunities to property management services after closing – and everything in between.

Wealth Preservation Strategy

Put your capital to work for you in a low risk strategy designed to provide upside return potential with inherent downside protection. Think, make more by losing less.

Portfolio Lending Solutions

Keep your long-term investment strategy intact; leverage your investments to cover capital expenditures such as a tax obligation or an outside investment opportunity.

Everyone Has a Risk Number, What’s Yours?

What’s a Risk Number you ask? It is a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Think of it as a speed limit sign, the higher the number, the faster you are driving and the more risk you are taking in your portfolio. A Risk Number can help you balance how much risk you want versus how much risk you currently have, and ultimately, against how much risk you need to take in order to achieve your investment goals. We will use these factors to determine how much risk you should have and then build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio and discuss the potential range of outcomes to set expectations for the future. Together we can take the guesswork out of your financial future!

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Our Blog

Oct
31

What To Expect When You’re Electing

Thousands of congressional, state, and local elections will take place on November 6th, less than ...

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Oct
10

Quarterly Market Commentary-October

Third Quarter 2018 Key Takeaways Larger-cap US stocks hit new highs in late September and gained 7.7% ...

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Oct
3

Women and the Retirement Crisis

Here’s a number that will knock your socks off: $400 trillion.1 By 2050, the retirement ...

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