Business Details
38 Years
experience
Your Trusted Financial Partner in Milton, GA
Jamison Private Wealth is a family-owned wealth management firm established in 1988, offering fiduciary, fee-only financial planning, investment management, and accounting services. Our approach prioritizes client needs through transparency, expert advice, and long-term continuity. With a team averaging 20 years of industry experience, we provide personalized solutions tailored to clients' unique financial goals, including retirement planning, tax optimization, estate planning, and risk management.Our in-house investment management ensures full control and customization of portfolios, while our fee-only structure eliminates conflicts of interest. Backed by certifications such as CFP and CPA, we serve successful individuals, families, and businesses, emphasizing conservative investing principles and a succession plan to support clients across generations.
Services
Financial Planning
Investment Management
Accounting
Tax Planning
Wealth Forecasting
Estate Planning
Risk Management
Cash Flow Analysis
Charitable Giving Strategies
Education Savings Planning
Details
- Year established: 1988
Highlights and features
- We operate under a fiduciary duty, prioritizing client interests above all.
- Our team holds prestigious certifications including CFP and CPA.
- We offer in-house investment management for full portfolio control.
- Transparent fee-only structure with no hidden commissions or fees.
- Decades of experience serving clients with personalized financial strategies.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER
- CPA
Services
Financial Planning
We create customized financial strategies to help clients achieve long-term goals, including retirement, tax optimization, and estate planning. Our approach combines risk assessment, cash flow analysis, and investment coordination to build comprehensive roadmaps for financial security. Clients benefit from ongoing adjustments to adapt to changing life circumstances and market conditions.
Investment Management
Our in-house team designs and manages personalized investment portfolios aligned with clients' risk tolerance and objectives. Using a fiduciary approach, we focus on diversified asset allocation, tax-efficient strategies, and regular performance reviews. This service ensures complete transparency and control over investment decisions without third-party manager fees.
Tax Planning
We optimize clients' tax positions through strategic planning that includes deduction utilization, credit maximization, and tax-loss harvesting. Our CPA-certified professionals integrate tax considerations into overall financial strategies, aiming to enhance after-tax returns while ensuring compliance with evolving tax regulations for individuals and businesses.
Estate Planning
Our estate planning service coordinates with legal professionals to create efficient asset distribution plans. We focus on minimizing probate costs, establishing guardianships, and implementing trust structures to preserve wealth across generations while aligning with clients' personal and philanthropic goals.
Risk Management
We assess clients' insurance needs to protect against financial risks through life, disability, and long-term care coverage. Our analysis ensures adequate protection levels while balancing premium costs, helping clients maintain financial stability during unexpected life events.
People
Bobby Jamison
Principal
Founder and CEO with CPA and CFP certifications. Over 40 years of experience in finance and accounting. Specializes in investment philosophy and tax-informed portfolio management. Georgia Tech graduate with decades of leadership in wealth management.
Peyton Jamison
Principal
President and CFP professional with 15+ years at JPW. Focuses on strategic direction and community leadership. Serves on local government and healthcare boards. Auburn University graduate with expertise in comprehensive financial planning.
Joey Spain
Director of Tax and Financial Planning
CPA and CFP with 20+ years at JPW. Oversees tax compliance and financial planning operations. Georgia Tech graduate with MBA. Specializes in portfolio analysis and tax-efficient investment strategies for high-net-worth clients.
Jack Miller
Wealth Advisor
CFP and University of Georgia graduate with honors. Serves on the Investment Committee. Focuses on goals-based financial planning and community engagement. Brings strategic finance expertise from corporate and nonprofit sectors.
Jill Connor
Operations Manager
Manages client operations and database systems with background in financial services and pharmaceutical sales. UNC-Chapel Hill graduate with 7+ years at JPW, ensuring smooth client experience and administrative efficiency.
Questions
What services does Jamison Private Wealth offer?
We provide financial planning, investment management, tax advisory, estate planning, and risk management services tailored to high-net-worth individuals and families.
Are you a fiduciary financial advisor?
Yes, we operate under a fiduciary duty, legally obligated to act in our clients' best interests at all times.
What is your minimum asset requirement?
We require a minimum of $3 million in assets under management for our accounting services.
How are your fees structured?
We use a transparent fee-only model based on a percentage of assets under management, with no commissions or hidden fees.
What certifications do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS and CPAs with decades of combined industry experience.
