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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.

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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.

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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 investment strategy that’s right for you.

RETIREMENT

Explore steps to consider pursuing the retirement you want.

ESTATE

Manage your affairs during your lifetime and beyond.

We're here for you!

When our passionate and innovative founder, Philip J. Schmidt, started as an independent, fee-only investment adviser over 40 years ago, his goal was to offer investment counsel that was in the best interest for his clients. We continue that philosophy today: to offer honest investment advice based on what is best for our clients while promoting healthy investment behavior and helping clients feel comfortable as they navigate financial decisions based on their life goals.

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