Welcome to Jamestown Capital Group LLC


Jamestown Capital Group LLC (JCG) is a fee-only investment management firm located on the Wasatch Front in the magnificent state of Utah.  We have clients throughout the United States.

 

We provide wealth management services for individuals, estates and companies who want to delegate some level of responsibility for managing their financial affairs. We do not sell investments for commissions.  Rather, we are trusted advisors who work to help solve our clients' financial challenges. 

 

We are currently accepting new clients for our portfolio management, tax savings and estate planning services.  To qualify for most of our services, new individual clients must have at least $200,000 of investable assets and a minimum net worth of at least $500,000.



If you're new to us, we invite you to learn more about our services by reading any or all of the following White Papers.  These White Papers discuss various tax, estate planning and money management concepts. 

 

Please accept them with our compliments.


Is the Beneficiary of your IRA the IRS?


Is Traditional Asset Allocation Dead?  Why Buy and Hold Investors are Running for the Exits.