Jamestown Wealth Management, LLC
Financial Services - Provo, Utah, United States
Jamestown Wealth Management, LLC Employees
Jamestown Wealth Management, LLC Details
We are a fee-only registered investment advisor based in Provo, Utah with offices in Provo and Salt Lake City. Our Attorney Advisors are dedicated to providing comprehensive wealth management advice in tax efficiency, estate planning (trusts, wills, special needs planning and other estate planning approaches), asset allocation and portfolio design, retirement planning and philantropic/charitable planning. Jamestown Wealth Management's advisors work directly with their clients, which fosters effective communication and lasting relationships. These relationships are essential for dynamic wealth-management strategies that respond to a client's evolving circumstances. The stability of our firm and our people means clients typically work with the same experienced professionals over long periods. Our legal experience in estate planning adds value to our tax and advisory services, allowing for comprehensive solutions without multiple, complicated and risky relationships. As a privately owned, fee-only investment advisor, we are not distracted by outside interests or the drive for commission-oriented results. We remain true to our roots, while providing clients access to the firm's global resources and services.
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