Pwa Keystone Crossing
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Pwa Keystone Crossing 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.

read more › At JMS Capital Group Wealth Services, we take a different approach to portfolio construction. Given today's challenging investment landscape, we believe an endowment approach to managing client assets can provide superior outcomes when compared to traditional asset allocation models. An endowment-style investment strategy refers to an asset allocation methodology which seeks to generate higher risk-adjusted returns than a traditional 60/40 stock/bond portfolio with lower volatility by expanding the number of asset classes and strategies used to create a portfolio.

read more › JMS Capital Group Real Estate was formed in 2007 in order to provide further diversification for clients whose portfolios had historically been a mix of stocks, bonds and cash. As the financial crisis unfolded, our CEO identified a widening spread between the cost of financing and the net operating income generated by commercial real estate properties. As such, the company developed and implemented a scrupulous investment evaluation process enabled the firm to identify potentially profitable investment opportunities within the commercial real estate market.

read more › Anytime we engage with a prospective client, we want to understand what is most important to them, what motivates them and how they use their wealth to serve those passions. For that reason, we follow a three step onboarding process to provide everyone with a structured, personalized experience. Exploratory meeting - An open discussion to learn about you and your financial picture and also allow you to ask us the questions that matter most to you. Ultimately, the goal of this time together is to decide if it makes sense to move forward together and dig into the details.

read more › John has over 25 years experience as a financial advisor helping his clients grow and protect their wealth. He specializes in matters such as asset allocation and portfolio management as well as real estate investing and property management. He attended the University of Pittsburgh where he graduated with a Bachelor of Arts Degree in Economics from the university's Honors College. He is a CERTIFIED FINANCIAL PLANNER. John lives in Sewickley and enjoys spending time with his family when away from the office.

read more › We assist our clients when they are considering expansion in a current building, relocation, lease renewal or commercial development. We handle every aspect of this process in order to assure our clients receive the ideal space for their needs along with the most advantageous benefits and terms in their sales and lease agreement. JMS Capital Group has built a team of professionals that have extensive commercial real estate experience. We are well versed in all aspects of tenant representation including: property identification, market awareness, new lease negotiations, lease renewals, financial analysis, tax considerations, site inspections and tours, and post lease and purchase services.

read more › JMS Capital Group Development specializes in individual real estate transactions ranging between $1 million and $15 million, specifically for high net worth individuals. This work includes sourcing, financing and general contractor duties. We develop ground-up buildings for our investor group and serve as the general contractor to ensure that the construction is flawless and completed in a timely manner.

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