Network·Venture Capital

Pjs Investment Management

Unclaimed

📍 CEDARBURG, WI

Venture Capitalreal estate
pjsinvestment.com

SEC CRD #801-16815

About

Home | PJS Investment Management | Cedarburg, WI PLAN WITH PURPOSE Blueprint (ˈblo͞oˌprint) n. A detailed plan or program of action Imagine the use of your personal and financial resources representing a blueprint on moving your goals and objectives forward. At PJS Investment Management our focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination. Let's Start Building Prosperity Roadmap The PJS Prosperity Roadmap is a visual guide to navigating the complexities of wealth management and achieving lasting financial success. At PJS, we believe that strong, transparent relationships are the foundation of effective wealth planning. That s why we ve outlined our Prosperity Roadmap process step-by-step, giving you a clear understanding of how we ll collaborate to meet your goals by providing direction, clarity, and motivation, while navigating the complexities of wealth planning. Learn more Our Services 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. FAMILY Helping you and your loved ones explore their financial goals. PLANNING Review and analysis of all facets of your financial situation. INVESTMENT Create a tailored, purpose-driven i

Key Contact

PS

PATRICK SOMMERFIELD

PRESIDENT

📞 (262) 377-0484

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AUM

$852M

Location

CEDARBURG, WI

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