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PJS Investment Management

This Office:

W62N570 Washington Ave
Cedarburg, WI 53012-1926
Phone: (262) 377-0484

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Jason S. Lacey

(CFP®, M.Ed., MS)

This advisor specializes in the following areas of expertise:

  • Advising Medical Professionals
  • Helping Clients Identify & Achieve Goals
  • High Net Worth Client Needs
  • Middle Income Client Needs
  • Ongoing Investment Management
  • Retirement Planning & Distribution Rules

Planning Specialties

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

Additional Information

I believe my background in education and finance, coupled with raising my own family, enable me to provide my clients with a clear vision of what is meaningful and offer unique and insightful advice.
 
I have been blessed to serve as a board member and Treasurer of Child Evangelism Fellowship-Southeast Wisconsin and serve as a volunteer instructor for Make-A-Difference-Wisconsin.
 
I also enjoy playing golf, date nights with my wife and Lego building with the kiddies.

NAPFA Start Date

February 08, 2013

Industry Start Date

August 01, 2006