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Welcome to Jamestown Wealth Management
Jamestown Wealth Management, a Utah investment management firm based in Provo, provides customized wealth management solutions for individuals seeking a fulfilling retirement and financial independence. Our financial services include wealth management, a comprehensive plan that addresses estate and tax planning, investment and risk management and goal planning. We also offer simple investment allocation advice and research for those only interested in our portfolio offerings. For more information, contact one of our Utah financial advisors today!
Fiduciary Benefits
As independent registered investment advisors and a leading Utah wealth management firm, we have a fiduciary duty to put investors first, and our fee-only policy makes it easy. At Jamestown, we have a responsibility to look out for our clients and recommend investments that will work the best for them, rather than ones that are merely “suitable.”
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Local Service
We are committed to continuing the friendly, reliable service people have come to expect in our community. But while our values may be rooted in Provo, Utah, our wealth management strategies allow clients to actively participate in exciting national and international markets — all from the comfort of our local office.
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Investment Allocation
Our Utah financial services, including custom diversified portfolios and investment strategies, allow investors to reach their financial goals in the ways that suit them best. Client accounts are held at third-party firms like TD Ameritrade and ProFunds, providing investors with total transparency and access to their assets.
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Wealth Management
We strive to help investors meet their financial goals and plan for the future. We offer a variety of financial services to clients with $250,000 or more to invest. Some of these financial services include estate planning, tax planning and investment management—making Jamestown Wealth Management a one-stop resource for true wealth management.
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