What To Expect

You get to see first hand, what we can do for you before committing.

We want to make sure our company is the right fit for your needs. That's why we offer a complimentary review of your complete financial picture. That way, you'll have to chance to get to know our staff and decide for yourself if Jamestown is right for you.

You will never be restricted in your investment portfolio.

Liquidity is a hallmark of our management style. We never lock you into investments you have to buy your way out of. You hire us for as long you want to. We don't believe in surrender penalties, or any penalties. After all, it's your money.

We make investment management easy to understand.

As your wealth advisors, we make sure you receive a clear picture of your financial future. That way, we can work together to fit together all the important pieces in your financial puzzle. That may include various pieces of estate planning, tax planning, and investment management. That way, you can focus an what's most important in your life.

We handle the day-to-day managing of your portfolio.

With our limited discretionary authority for your account, we are responsibile for the management of your portfolio. If you have questions about your portfolio, one of our trusted wealth advisors or staff members is more than happy to answer any questions you might have.

We like to stay in touch.

At Jamestown, we are not the kind of firm that ignores its clients. We often hold seminars, phone conferences, and send out updates via e-mail. Every client to us has a great story and comes from a unique background. We want to make sure we understand that and help you feel a part of the Jamestown family.

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.