PJS Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$810,749,298
Clients
454
Advisors
7
of 18 employees
About
PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals (including high-net-worth clients) and institutional retirement plans, and also advises charitable and corporate clients. The firm states it manages roughly $852 million in client assets across about 454 client relationships and offers retirement plan services that include ERISA 3(38) discretionary plan management as well as 3(21) services for some legacy clients.
The firm’s investment process combines fundamental, technical, cyclical and qualitative analysis with asset-allocation frameworks and model portfolios; portfolios are overseen by a Chief Investment Officer and an Investment Committee and are typically managed on a discretionary basis with periodic review and rebalancing. PJS leverages an institutional custody and trading platform from Fidelity and a licensing arrangement with Fidelity Institutional Wealth Adviser LLC to implement and optimize model portfolios, and it discloses and governs the use of approved AI tools to assist advisers under human oversight.
Noteworthy features include its employee ownership structure (no single owner holds more than 25%), a relatively large asset base for a seven-adviser team, and operation of a proprietary ETF account that is traded after client trades. The firm’s licensing commitment to FIWA (which requires maintaining a minimum asset level in licensed models) and its explicit AI policy and disclosures — together with its mix of ERISA 3(38) plan services and recommendations of private funds that may charge performance fees to eligible investors — are operational details that distinguish it from many peers and are managed through written policies and oversight.
Client services
Expertise
Occupation focus
Fee options
$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
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
Main office
W62 N570 Washington Avenue, Po Box 148
Cedarburg WI 53012-0148
Advisors at this office
7
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Minnesota · New York · Texas · Washington · Wisconsin
Also doing business as
P. J. Schmidt Investment Management, Inc · Pjs Investment Management · Pjs Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jason L
CFP®, Series 63, Series 65
Cedarburg, WI
PJS Wealth Partners
Jason Lacey is a CFP® with 18 years of industry experience, currently serving at PJS Wealth Partners in Cedarburg, WI. He previously worked at Lewis Lacey Capital Management, LLC and SII Investments, Inc. His credentials include Series 63 and Series 65 licenses. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in client assets and uses a multi-disciplinary investment process overseen by a Chief Investment Officer and an Investment Committee.
Devin G
Series 65
Cedarburg, WI
PJS Wealth Partners
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.
Kelsey W
Series 63, Series 65
Cedarburg, WI
PJS Wealth Partners
Kelsey Wagner is a financial advisor with PJS Wealth Partners in Cedarburg, Wisconsin, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at P.J. Schmidt Investment Management since 2020 and previously gained experience at The Vanguard Group, Wisconsin Womens Health Foundation, Northwestern Mutual, T. Anton Investment House, and the University of Wisconsin-Madison. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets and employs an investment process that incorporates fundamental, technical, cyclical, and qualitative analysis, overseen by a Chief Investment Officer and an Investment Committee.
Patrick S
Series 65
Cedarburg, WI
PJS Wealth Partners
Patrick Sommerfield Jr. is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with 25 years of industry experience. He has been with P.J. Schmidt Investment Management, Inc. since 2000. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning services to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across 454 client relationships and employs a multi-faceted investment process supported by a Chief Investment Officer and an Investment Committee.
Kelly M
Series 65
Cedarburg, WI
PJS Wealth Partners
Kelly Merten is a financial advisor at PJS Wealth Partners with 22 years of industry experience. She holds a Series 65 designation and has been with P.J. Schmidt Investment Management, Inc. since 2003. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, charitable, and corporate clients. The firm manages approximately $852 million in client assets and employs a multi-faceted investment approach overseen by a Chief Investment Officer and an Investment Committee, with a distinctive use of approved AI tools under human supervision.
Scott C
Series 65
Cedarburg, WI
PJS Wealth Partners
Scott Conger is a financial advisor at PJS Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including PJ Schmidt Investment Management, BMO Harris Bank, PPCM, Inc., and Pennant Management Inc. He is based in Cedarburg, Wisconsin. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, institutional retirement plans, as well as charitable and corporate clients. The firm combines multiple investment analyses with model portfolios overseen by a Chief Investment Officer and an Investment Committee, managing approximately $852 million across 454 client relationships.
Emma C
Series 65
Cedarburg, WI
PJS Wealth Partners
Emma Curtsinger is a financial advisor at PJS Wealth Partners in Cedarburg, WI, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at KeyBank and various service industry positions. PJS Wealth Partners provides discretionary portfolio management and integrated financial planning to individuals, institutional retirement plans, and charitable and corporate clients. The firm manages approximately $852 million in assets across about 454 client relationships, using a disciplined investment process overseen by a Chief Investment Officer and an Investment Committee.
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