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Our Clients

Jamestown clients are individuals, couples, families of all sizes, and small institutions. They are located across many states, with new relationships being formed across the United States. They come to us via referrals from friends, attorneys and tax advisors, from hearing us speak or reading our written articles.

While each client is unique, they do share a few common traits:

  • Have a high net worth: Usually, our clients start at $1 million or more in assets, with at least $500,000 or more in liquid net worth.

  • Value professional, independent advice: As an independent advisor, our clients value advice not tied to commissions.

  • Prefer a proactive, diversified portfolio: With a custom portfolio, our clients receive tailored investment choices for their unique situation.

  • Appreciate the long-lasting relationship: At Jamestown, we develop a strong relationship with our clients. This way, we can better understand your needs.

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.