Who We Serve

Professional Investment Management Services (PIMS) serves as an advisor to individuals and families throughout the U.S. who as seek a long-term partnership and a disciplined approach to their financial future. Our clients choose to work with PIMS for our proactive, innovative and personalized investment process and our commitment to helping them achieve their financial goals.
Our clients value the integration of comprehensive financial planning with our access to sophisticated investment portfolios. Most of all, clients look to us for experience they can trust, unbiased advice, and an unwavering dedication to client satisfaction. Click on the links below to learn more about who we serve:

Financial Fulfillment »
Comprehensive Retirement & Investment Planning

Active Ambition »
Financial Planning for the Young Professional

Adrenaline Lifestyle »
Financial Planning for the Extreme Athlete