Expert Investment Services Tailored for You

JMASC Holdings delivers trusted investment solutions to meet your goals in Cheswick, Pennsylvania and beyond.

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Dedicated to Excellence in Investment Services

JMASC Holdings is committed to providing high-quality, reliable investment solutions tailored to your unique objectives.

  • Comprehensive Wealth Planning

    End-to-end planning across retirement, education, and long-term wealth objectives.

  • Portfolio Management

    Diversified strategies designed to pursue growth while managing risk.

Located in Cheswick, Pennsylvania, JMASC Holdings combines market expertise with personalized service to deliver measurable results. Whether you're building a new portfolio or optimizing an existing one, we’re here to support your growth.

Our Services

Trusted investment services designed to meet your goals

Investment Strategy & Planning

Personalized strategies aligned with your risk profile and timeline.

Portfolio Optimization

Data-driven allocation and disciplined rebalancing for efficient returns.

Risk Management

Frameworks to identify, assess, and mitigate investment risks.

Regulatory Compliance

Guidance to help keep your investments aligned with current regulations.

Frequently Asked Questions

Answers to common questions about our investment services

What types of clients do you serve?

Individuals, families, and small institutions seeking tailored investment guidance.

How do you protect client information?

We follow strict confidentiality protocols and use secure systems to safeguard your data.

What is your service area?

Based in Cheswick, Pennsylvania, we support clients locally and across the region with remote options.

How are your fees structured?

Transparent pricing models such as assets under management (AUM), flat-fee planning, or project-based.

What sets JMASC Holdings apart?

A client-first approach, disciplined processes, and a focus on measurable results.

How can I get started?

Reach out through our contact section to schedule an introductory conversation.

Our Team

Meet the professionals dedicated to your success

Alex Luke

Founder & CEO

Sarah Johnson

Portfolio Manager

Michael Chen

Financial Advisor

Lisa Rodriguez

Compliance Specialist

Trusted By

Clients across Pennsylvania rely on our expertise