What we offer:

A comprehensive wealth planning and investment management relationship is based on the understanding of your needs and values and earning your trust. At PJS Investment Management our primary objective is most often focused on investment and risk management to meet current or future cash-flow needs. We believe it is also critical to the overall financial goals of our clients to work with other professional advisors to make sure they receive the best advice on such topics as trust and estate planning, tax planning, insurance planning, and retirement benefits.

We will work with you to develop, implement, and monitor an investment strategy tailored to your specific investment and cash-flow needs. We also provide detailed, customized, quarterly reports including your personal portfolio performance, economic commentary and market updates.