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® designation.
Beyond the CFP® designations, the JPW team holds multiple CPA licenses including graduate degrees in Accounting and Business.
Life has more than enough change. Our clients know they will work with the same team for years to come, and get the same careful investment approach, individual attention, and high level of service.
Investment experience: 18
With JPW: 16
A portfolio manager and client relationship manager at
JPW, Peyton's goal since middle school was to work in money management with his father . . .
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Investment experience: 44
With JPW: 35
Bobby leads JPW's practice, with an extensive background
in taxation and accounting that gives him a unique approach to investments from . . .
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Investment experience: 20
With JPW: 20
Joey performs portfolio analysis and tax planning for
individual and business clients. He has a long family association with the Jamisons . . .
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Investment experience: 7
With JPW: 6
Jill joined JPW in 2017 and manages operations and enhances client experiences...
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