A relationship with an independent financial advisor is critical. There are significant differences among those offering Wealth Management and wealth advisory services. Finding the right advisor for your needs may require some research on how each firm works, and how each is paid.
We are an independent fiduciary to clients. The benefits of our independent, objective approach include:
Fiduciary duty is a way of life: Jamestown Wealth Management is a Registered Investment Advisor (RIA). This means we have a fiduciary duty to act in your best interest. Our legal and ethical responsibility is to maintain the highest standard of ethics, professionalism and client advocacy in managing your portfolio. Our duty is to you and no one else – no corporate management, no investment company, no third party providers.
Management with no conflicts of interest: At Jamestown, there are no commissions, sales quotas or third party conflicts to compromise our advice. At many financial service and brokerage firms, reliance on commissions or reporting to corporate managers can get in the way of what is really best for you.
A fee-based service: We do not sell products for commissions. Instead, we use an assets under management compensation model, which is based on a modest percentage of your portfolio. We believe that by using a fee-based service, our interests are more in sync with yours - as you do well, so will we. A custom-built portfolio: With Jamestown, an independent advisor closely evaluates your needs and goals to design a custom diversified portfolio to accomplish what you want. While we can't guarantee success, we feel that with our knowledge of the investment marketplace, we can provide you with an excellent foundation to achieve your goals. Lasting relationships: At Jamestown, our goal is a long term mutually beneficial relationship with our clients. We get to know you personally, which helps us consider all aspects of your financial and wealth transfer picture.
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.
|
