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Jms Capital Group Wealth Services, Llc
Sewickley, Pennsylvania
5.0
2 Reviews
JMS Capital Group Wealth Services, LLC is a reputable investment advisory firm based out of Sewickley, PA. With over 260 individual clients and a staggering $141,952,000 in assets under management, they have established themselves as a trusted partner in managing wealth. As a small firm with one office, they offer personalized services tailored to meet the unique financial goals of their clients.
In addition to their expertise in investment advisory, JMS Capital Group Wealth Services, LLC also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial well-being. While they excel in manag...see more
Assets Under Mgmt
$141.95M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other: INSURANCE, ESTATE PLANNING
Other Business Activities
- Insurance broker or agent
Reviews for Jms Capital Group Wealth Services, Llc
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