Pjs Investment Management

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Description

  • PJS Investment Management is a comprehensive portfolio management and wealth planning firm committed to helping our clients improve their long-term financial success. We have access to over seven decades of combined investment experience based on sound research, knowledge, integrity, and a high level of personal service.PJS Investment Management provides a proven, goals-directed investment process for high-net worth individuals, and families looking for a comprehensive, proactive wealth advisory and fiduciary investment services. We help our clients preserve and grow wealth through the use of extensive market experience, cost-effective investment vehicles, and proven strategies that are continually refined since we were established in 1981. In its simplest form, we are committed to enriching the lives of our clients by delivering first class investment management services, unsurpassed client satisfaction, and financial peace of mind.We welcome you to learn more about the wealth management benefits PJS Investment Management offer our clients at www.pjsinvestment.com. Thank you for considering PJS Investment Management for your investment management and wealth planning needs!
  • location

    Headquarters:W62 N570 Washington Avenue , Cedarburg, Wisconsin, United States

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  • Pjs Investment Management phone

    Phone Number: +1 262-377-0484

  • Pjs Investment Management website

    Website: https://www.pjsinvestment.com

  • Pjs Investment Management employees

    Employees:9

  • Pjs Investment Management revenue

    Revenue:$1 - 10M

  • Pjs Investment Management legal name

    Legal Name:Pjs Investment Management

  • Pjs Investment Management's Social Media

    Pjs Investment Management linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

President, Chief Information Officer for Pjs Investment Management

Patrick Sommerfield

President, Chief Information Officer

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View Employees

Patrick Sommerfield

President, Chief Information Officer

Scott Conger

Portfolio Manager

Jason Lacey

Portfolio Manager And Certified Financial Planner Professional

Ann Volesky

Client Service Manager

Kelly Mesarich

Operations Manager

Frequently Asked Questions regarding Pjs Investment Management

  • Where are Pjs Investment Management's Headquarters?

    Pjs Investment Management's Headquarters are in W62 N570 Washington Avenue ,Cedarburg,Wisconsin,United States

  • What is Pjs Investment Management's phone number?

    Pjs Investment Management's phone number is +1 262-377-0484

  • What is Pjs Investment Management's official website?

    Pjs Investment Management's official website is https://www.pjsinvestment.com

  • What is Pjs Investment Management's Revenue?

    Pjs Investment Management's revenue is $1 - 10M

  • What is Pjs Investment Management's NAICS code?

    Pjs Investment Management's NAICS code is 523930

  • How many employees are working in Pjs Investment Management

    Pjs Investment Management has 9 employees

  • What is Pjs Investment Management's Industry?

    Pjs Investment Management is in the industry of Investment Management

  • Who is Pjs Investment Management's President, Chief Information Officer?

    Pjs Investment Management's President, Chief Information Officer is Patrick Sommerfield

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