A complete list of active advisors currently associated with PJS Wealth Partners

Warmer can help you find a great advisor at PJS Wealth Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at PJS Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Conger	Cedarburg, WI	11
Emma Curtsinger	Cedarburg, WI	1
Devin Goetsch	Cedarburg, WI	0
Jason Lacey	Cedarburg, WI	18
Kelly Merten	Cedarburg, WI	22
Patrick Sommerfield Jr.	Cedarburg, WI	25
Kelsey Wagner	Cedarburg, WI	6

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