Our Qualifications and Services

We have been helping individuals, trusts, small businesses, endowments and corporations in the financial services industry since 2003.

Each of our account managers has extensive personal and professional experiences all of which make these professionals uniquely qualified to provide an unparalled investment management and financial planning experience for our clients.

We are dedicated to developing lasting relationships with all our clients. We believe in helping all clients assess their financial goals and we believe each client should participate directly in the management of their finances.

One of the benefits of working with Jamestowne Investments, LLC. is our ability to provide clear, easily understood explanations of financial products and services. The personalized financial plan we provide is a roadmap to your secure financial future.

The ability to reach any team member at almost any time and the level of personal attention our clients receive allows us to deliver unparalleled service and attention. Being a boutique, independent firm also allows Jamestowne Investments, LLC. to service our clients at a fiduciary level.

We're looking forward to using our expertise to help you pursue your financial goals.

A life well planned is a life well lived!

Learn More About Our Qualifications and Services

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