PJS Investment Management

As a fee-only independent registered investment adviser firm, PJS Investment Management is held to the fiduciary standard of care.  This highest standard of industry excellence extends not only to the advice we provide, but to the services we offer each individual we serve.

Our services are comprehensive, client-centric and team-based. We will work with you to develop, implement and monitor a strategy that is tailored to your specific short- and long-term goals in two areas of personal finance: Financial Planning and Investment Management.

Our Financial Planning Approach:

During the first year of a client relationship, we typically cover all major areas of financial planning analysis. This is done in order of importance to the client and the client’s situation, which allows for time-sensitive issues to be addressed immediately.  Over the course of several meetings, clients become more grounded in their financial situation, at which point new issues may emerge.  As we continue to work together with our clients over many years, we refresh planning work as needed.  In addition, we routinely check in on all the major financial planning areas of clients’ lives, depending on the level of importance that each area has for that particular client.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

W62N570 Washington Ave Cedarburg, WI 53012-1926 Phone: (262) 377-0484 Fax: (262) 375-9250

Primary Office

W62N570 Washington Ave Cedarburg, WI 53012-1926 Phone: (262) 377-0484 Fax: (262) 375-9250