The Jamestown Capital Advantage
We are not your typical investment advisor. We offer a inhouse estate planning services, though Jamestown Estate Planning, along with proactive investment strategies.
1. We have a fidicuary reponsibilty to you. We put your interests in front of our own
2. We are fee-only. We do not charge commisions or try to sell you investment products you do not want.
3. We are proactive managers. This makes all the difference. Read about our investment management strategies here.
4. Through Jamestown Estate Planning, we offer estate and trust services to protect your families financial needs.
Items of Interest
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Check Before You Invest
Please verify all investment opportunities before you invest. To check our company, please search the U.S. Securities & Exchange Commission's Investment Adviser Public Disclosure (IAPD) database. Click on "Investment Adviser Search", then select "Investment Adviser Firm". Here you may search for any registered investment adviser firm to verify their registration.
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Estate Planning
Jamestown Capital also offers estate planning services through Jamestown Estate Planning.
See how to protect your wealth from excessive taxes, aggressive predators and unnecessary legal expenses.
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2010 Roth IRA Conversions
Anyone, regardless of income, can convert their IRA into a Roth IRA this year. If you believe taxes will rise in the future, now might be a good time to think about taking advantage of this offer from the government.
