PJS Investment Management

PJS Investment Management PJS Investment Management is a comprehensive portfolio management and wealth planning firm located in the Milwaukee area.

PJS does not approve or endorse any third-party
communications on this site. Our management team is comprised of experienced investment professionals including; Chartered Financial Analyst (CFA) charterholders, Certified Financial Planner™ (CFP®) professionals, Certified Investment Management Analyst (CIMA®), Accredited Estate Planner® (AEP®) and Accredited Asset Management Specialist (AAMS®). A

s a fee-only independent registered investment adviser, 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 everyone we serve. Our services are comprehensive, client-centric and team-based. And this is where we believe our firm is unique – together with PJS team members and clients we build a comprehensive financial plan and investment management strategy incorporating additional members of the client’s financial team including, accounting, legal, and trust professionals. Our wealth planning practice is based on these key drivers:
- Personal Attention and Service
- Tailored and Tactical Discipline
- Performance-Focused
- Independent Thinking
- Tax Efficiency

Address

W62N570 Washington Avenue
Cedarburg, WI
53012

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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