- Joyce C. Bielefeld, Client Relationship Manager
As a fee-only independent registered investment adviser firm, PJS Investment Management is held to the fiduciary standard of care. This highest standard of industry excellence extends not only to the advice we provide, but to the services we offer each individual we serve.
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.
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, and 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 work together with our clients over many years, we will 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.
Professional and discipline asset management with a purpose.
Comprehensive review of your financial picture and develop a plan to reach your goals.
Assisting tax advisors with planning particularly when it comes to investments.
Assisting estate planning attorneys to manage assets throughout lifetime toward a desired outcome.
Helping assess the need for insurance and analyzing existing insurance policies.
Planning for and saving for major education expenses.