High net worth focus Target JMS Capital Group as a wealth management and family office services client, offering tailored investment solutions and diversified real estate opportunities to preserve and grow assets for high net worth individuals, families, and closely held businesses.

Integrated investment offering Leverage JMS’s combined services—investment management, family office services, and real estate development—to propose bundled advisory packages that streamline allocation across liquid assets and real assets, increasing wallet share per client.

Recent asset disposition Note the recent sale of assets for 41.5 million to Baxter Credit Union; position as a potential exit, recapitalization, or opportunistic investment partner for future asset rotations, including ground-up development or opportunistic real estate ventures.

Mid-market scale With 11-50 employees and revenue in the 10-25 million range, JMS operates like a nimble mid-market firm—presenting opportunities for targeted, high-touch advisory services, vendor partnerships, and scalable technology-enabled solutions.

Tech and compliance readiness Their tech stack includes Microsoft 365 and analytics/tools like Google Tag Manager; approach with secure, compliant fintech integrations, client portals, and CRM enablement to enhance client experience, data security, and cross-sell capabilities.