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Devin Alic Goetsch

Advisor at PJS Wealth Partners — Cedarburg, WI

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Cedarburg, WI 53012

PJS Wealth Partners logo

PJS Wealth Partners

Team

Total advisors

7

Clients per advisor

65 High

Avg AUM per client

$1,785,791 High

HNW client ratio

41% High

About

Devin Goetsch is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 credential and with one year of industry experience. He previously worked at Winch Financial from 2021 to 2025 and attended school from 2015 to 2021. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm manages approximately $852 million in client assets and combines multiple analytical approaches with model portfolios overseen by an investment committee, operating with an employee ownership structure.

Client services

Based on PJS Wealth Partners

Financial planning Portfolio management Pension consulting

Expertise

Based on PJS Wealth Partners

Wealth management Annuities ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies

Occupation focus

Based on PJS Wealth Partners

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.60% $4,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiated Fee

Other

Account minimum: $7,500 minimum annual fee (may be waived at discretion) Minimum fee: $7,500 minimum annual fee which may be waived at discretion for Portfolio Management services; $5,000 minimum fee for Retirement Plan Services

Location

Cedarburg, WI

W62 N570 Washington Avenue, Po Box 148

Cedarburg WI 53012-0148

Advisors at this office

7

Most active in

Wisconsin

Work history

< 1 year of industry experience

PJ Schmidt Investment Management Inc.

2025 - Present • 1 year

Cedarburg, WI

Winch Financial

2021 - 2025 • 4 years

Appleton, WI

School

2015 - 2021 • 6 years

Appleton, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nkozi K

Series 63, Series 66, Series 24, Series 7

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Business ownership considerations Doctor or Medical Professional Self-Employed Educators, Teachers, and Academics Military & Veterans
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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Luke L

CFA®

Mequon, WI

Founder360â° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is currently with Founder360° Family Office, an independent firm he joined in 2025, following prior roles at Cottage Row Partners and Reinhart Partners, Inc. Outside of finance, he has worked in the dental industry at Lakeshore Family Dentistry for nine years. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family office services, discretionary investment management, and an automated business planning platform, combining fundamental analysis with modern portfolio principles and providing tailored pricing options.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Concentrated stock management Active portfolio management Passive / index investing
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Ryan G

Series 65

Fox Point, WI

Premium Alpha Capital, LLC

Ryan Green is a financial advisor at Premium Alpha Capital, LLC with one year of industry experience and holds a Series 65 credential. Before his current role, he has worked in various positions, including as a performance coach and marketing specialist at BRX Performance, a sports training facility. Premium Alpha Capital serves individual investors such as retirees and professionals by providing customized investment management focused on income, growth, and downside risk management. The firm employs ETFs, index funds, and options strategies with a combination of technical, fundamental, and macroeconomic analysis to tailor portfolios to clients’ goals and risk tolerances.

Active portfolio management Options & derivatives strategies Passive / index investing
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Clarence C

Series 63, Series 65

Mequon, WI

Christiansen Asset Management LLC

Clarence Christiansen is the sole advisor at Christiansen Asset Management LLC in Mequon, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Christiansen Asset Management since 1997. Outside of his advisory role, he is also an independent health insurance agent. Christiansen Asset Management provides fee-based investment advisory and custom portfolio management services for individuals, couples, retirees, professionals, and retirement accounts. The firm focuses on publicly traded securities and employs a combination of charting, fundamental, technical, and cyclical analysis with a generally long-term investment approach.

Medicare planning
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