Putting clients first is so important to us, we go a step beyond most advisors by assuming a fiduciary duty. Here are three main ways we make good on our obligation:. Informed clients make better decisions. We think clients deserve to know exactly what they're paying for investment services-and we make that easy with a simple fee-only arrangement.
Transparency is also one reason we manage money in-house-so we can tell our clients what they own and why. Clients deserve the best advice we can provide. That's why all of our principals have earned the Certified Financial Planner(R) designation. Beyond the CFP(R) designations, the JPW team holds multiple CPA licenses including graduate degrees in Accounting and Business.
Transparency is also one reason we manage money in-house-so we can tell our clients what they own and why. Clients deserve the best advice we can provide. That's why all of our principals have earned the Certified Financial Planner(R) designation. Beyond the CFP(R) designations, the JPW team holds multiple CPA licenses including graduate degrees in Accounting and Business.
Services
We're long-term, conservative buy-and-hold investors, selecting individual securities on a client-by-client basis to meet each client's precise needs. In our experience, the best advisors listen more. We spend more time listening to our clients. Whether we're first getting to know you or you'd like to reach us in the evening or on the weekend, we're here to listen.
Jamison Private Wealth is a family-owned investment advisory firm offering a full range of investment and financial planning services to successful businesses, their owners, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.
We are long-term, fundamental investors. We do not believe in timing the market (when investors buy and sell stocks based on expected price fluctuations). JWM shares the same approach as Warren Buffet when it comes to investing and, as a result, we continue to meet/exceed our clients' goals. We conduct a deep analysis of the assets, liabilities, and cash flow to create a sound and highly effective financial plan.
The JPW team have given us honest advice and management of our investments for over 20 years. It is good to know that my family will be taken care of for years to come with the JPW team. Bobby and Peyton created a long term plan for me over 10 years ago and have done a great job. They are always available and extremely knowledgeable.
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