Jamestown Wealth Management is an independent firm dedicated to providing true wealth management for clients seeking a fulfilling retirement and financial independence. We strive to achieve this through effective estate planning, tax planning and investment management services tailored specifically for each client. Our services are personal in nature and completely confidential.
Why should Jamestown Investment Management be your wealth advisor?
We are an independent, fee-based advisor: Because we are a fee-only advisor, our recommendations generate no commissions or third party revenue. Our fiduciary responsibility means we act solely in your best interest.
We believe in balanced diversified investing- while focusing on risk management: Jamestown utilizes a complete array of investment strategies to provide you with a custom portfolio designed for your objectives, needs, and risk tolerance. Using both active and traditional investment strategies, we create diversified portfolios designed to produce consistent, dependable returns with reduced risk.
Your accounts are secure with third-party custodians: Jamestown does not physically touch or custody your investments. To assure your assets are protected, we use reputable financial institutions (banks or brokerage companies) who are responsible for crediting and collecting income, settling purchases and sales, reconciling cash & security positions and providing you with an accurate report of your security holdings. While the custody provides safekeeping of your securities, they are still subject to market value changes due to changing market conditions and specific company performance. Our focus is total wealth management: Our background in law and finance allows a unique focus on achieving your goals with respect to investing, income and wealth transfer. Our client relationships are transparent, proactive, and collaborative. You receive a higher level of attention: Our clients experience personal, dedicated service. We meet as often as needed, and always return phone calls promptly. Our service is proactive, not reactive, and we strive to make sure we respond quickly to your needs and requests.
If you would like to meet with us to learn more about how we put our clients first, or for a valuable second opinion, we invite you to contact us.
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