Jason Lacey (CFA, CFP®, M.Ed., MS)

Jason Lacey focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

PJS Investment Management provides a purpose-driven, goals-directed investment process for high-net worth individuals, and families looking for a comprehensive, proactive wealth advisory and fiduciary investment services. We use a team approach in all we do, capitalizing on the talents and knowledge base of our entire staff as well as the tax, insurance, and estate planning professionals we work with.

A summary of our planning specialties

• Saving and Spending Analysis - Analyzing the major levers in saving and spending in the present and the future and monitoring over time.

• Investment Management - A projection of client wealth over the course of their entire lives.

• Taxes - Assisting tax advisors with planning particularly when it comes to investments.

• Risk Assessment - Helping assess the need for insurance and analyzing existing insurance policies.

• Estate Planning - Assisting estate planning attorneys with planning and preparation in wealth transfer.

• Life Transition Assistance - e.g., Loss of a spouse, Divorce, Selling a business, IPO or other sudden accumulation event, receiving an inheritance, marriage.

We welcome you to learn more about the wealth management benefits PJS Investment Management offer our clients at https://www.pjsinvestment.com/

Additional Information

I believe my background in education and finance, coupled with raising my own family, enable me to provide my clients with a clear vision of what is meaningful and offer unique and insightful advice.

At a certain point in many lives their finances become quite complex. Most individuals seek my counsel because they do not understand investing and I believe listening, answering questions and keeping things simple will help. My focus is to help investors make financial decisions in the right order so they are able to move toward their desired destination.