Jamestown Wealth is a wealth management firm based in Birmingham, Alabama, serving individuals, families and professionals with personalized financial guidance. Its services include financial planning, retirement planning and portfolio management, with an approach focused on understanding each client’s goals, needs and priorities. The firm works with clients and their other professional advisers, such as attorneys and accountants, to develop comprehensive wealth management plans intended to support their financial needs today and help preserve wealth for future generations.

Jamestown Wealth serves business owners, corporate executives, healthcare professionals, women investors, and families and individuals. Its guidance is tailored to the circumstances of these groups, including the distinct financial considerations faced by physicians, entrepreneurs and women investors. The firm emphasizes collaboration, thoughtful advice and risk management as part of its investment approach.

Jamestown Wealth offers advisory services in all 50 states and is licensed to sell insurance products in Alabama and Tennessee. Securities are offered through registered representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc.