Portfolio Lending Solutions:
JMS Capital Group Wealth Services LLC, through its custodial relationships, is able to offer its clients access to a variety of lending solutions. These offerings afford JMS Capital Group Wealth Services advisors the ability to help manage both sides of our clients' balance sheet and better serve their overall financial needs.
These lending options provide a convenient source of borrowing for personal or business needs, such as major purchases, unexpected expenses, tax obligations or outside investment opportunities. By tapping into these lending services, investors can potentially eliminate additional tax liabilities by keeping their long-term investment strategy in place.
Contact us today to see how you can solve your cash flow needs by leveraging your current investment assets.