PJS Investment Management
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.