Jochimsen Wealth Management is an independent financial services firm that uses our three decades plus of hands-on professional experience to provide insightful and inspired advice. Our research process has been formed through relevant and actual investments in individual securities (primarily common U.S. equities) since 1988. Experiences that we have gained through both mistakes and successes have been critical to our success. Jochimsen Wealth Management’s process has been refined through experience of what actually works and very importantly, what to be careful of. Our firm is highly selective and constantly vigilant to ensure that your portfolio performs to your expectations.
Jochimsen Wealth Management is primarily a fee-based practice. Client portfolios are hand selected to meet your objectives and goals. All investments are fully researched and then closely monitored after the initial Investment. We employ a sell discipline to protect profits and/or minimize losses.
Jochimsen Wealth Management generally uses discretion, but we are flexible to every client’s desires. Our approach is extremely opportunistic and will utilize micro-cap to large-cap stocks and deep value to high growth stocks. We are investors, not traders.
We are not middle-men. If you would like to work directly with the person responsible for your investments- then let’s get started!
If you are tired of being shuffled to the portfolio manager du jour, have tried to manage your own investments part time, or if you want something more than just mutual funds, then Jochimsen Wealth Management could be a perfect solution for you.
For more than 32 years I have provided clients with customized portfolios tailored to their individual goals. Curious by nature, I have a passion for discovering Investment solutions that best meet a client’s objectives and risk tolerance throughout all stages of their life. Whether a client is planning for retirement or already enjoying it, together we will work toward achieving your financial objectives. In addition to serving individual clients and families, I also work with employers and retirement plan participants to provide education and guidance.
My wife Lori and I currently reside in Sheboygan and have four grown children. I graduated from the University of Wisconsin-Madison with a BBA with honors and an MBA both majoring in finance and Investments. I enjoy volunteering my time and abilities as a board member of the Stephanie H. Weill Center for Performing Arts and am a member of Elks Lodge #299. Outside of work, I enjoy spending time with my family, traveling, sports, reading, and live music.
I am the Director of First Impressions and am the first person that clients meet whether they are calling the office to make their first appointment or long-time clients entering the office for an appointment. I manage Paul’s calendar to ensure that he is able to efficiently meet with clients. I also handle all of the marketing for the firm as well as manage the office for Paul.
I enjoy spending time with my animals Nova and Susan, going jet skiing, downhill skiing, attending fitness classes, traveling and attending concerts.
Lori works with Hope to assist clients with transferring accounts to the firm, assisting clients with requests, and answering incoming calls. In her spare time, she enjoys traveling with Paul, listening to live music, and spending time with her family.