263 McLaws Circle,
Jamestowne Investments, LLC
“A life well planned is a life well lived.”
Financial Planning For Your Goals
Strategies that go wherever life takes you
Custom-Tailored Financial Plans
We work with you to make sure that you're always working towards your goals.
OUR FIDUCIARY PROMISE
At Jamestowne Investments, we separate the advice we offer from asset custody and the financial products and services. As a result, our clients expect, receive and benefit from completely objective and 100% transparent advice. This is the fiduciary standard and our promise to you. As a Fiduciary, we are obligated to serve our clients interest above all else.
“A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.”– Dictionarylaw.com
Jamestowne Investments, LLC is a full service Fiduciary investment firm headquartered in Williamsburg, VA. We pride ourselves on insuring your financial plan addresses all of your life's events. After all, “A life well planned is a life well lived”.With access to multiple investment product platforms and world class research we are able to offer clients a full service investment management relationship. We have been in the financial planning and wealth management and retirement planning business since 2003. Clayton has been designated as a Certified Financial Manager and received the Accredited Asset Management Specialist title in 2003. Our team is able to assist individual investors, multiple generations of families, trusts, small businesses and corporations successfully achieve their financial goals.
We have partnered with two of the industry's best and most respected organizations - Prospera Financial, LLC. and Wells Fargo First Clearing. Through these partnerships, we are able to offer a wide range of financial products and services to investors of all size and experience levels.
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.
From wealth management to estate concerns, we're ready to help.
We take pride in creating practiced, disciplined, and comprehensive investment strategies.
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.
Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe From Fire.”
We take the time to understand your unique situation before tailoring our recommendations specifically to you.
Years of experience have prepared us to guide you through life's transitions.