I have been providing full service estate planning and independent wealth management services (including in-depth portfolio management) for individuals and businesses since 2000.
I work with most clients in a fee-only relationship, and do not sell securities for commission. This avoids the conflict of interest inherent in sales commissions. I'm on your side, scouring the markets for investments that will help you.
I seek cost efficiency and a margin of safety. This means putting your money to work with less risk and greater peace of mind.
Investment management is performed through my Registered Investment Advisor firm Jamestown Wealth Managment LLC. You can visit its website here.
Client accounts are custodied primarily at TDAmeritrade, but can be held at the custodian of your choice. My services Include: