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May 2025 by Kim Young
We've been working with Peirce Capital for a number of years now and feel very secure with our finances. They are great to work with and are very knowledgeable and thorough.
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April 2025 by helen copping
You feel like you are in totally safe financial hands with Peirce Capital Management. The team's in-depth financial knowledge is evident in their successful investments in the market. The time they have taken to get to know us, and always stay abreast with current changes in our family/work circumstances is a productive guide for them to adapt those investments as we move through different chapters of our lives. Everything is explained with such clarity and care during our meetings that we always come away feeling confident and buoyant about our investments and our financial future. For me, the most important word I associate with them as a company is Trust. If you are looking for financial services, go no further. Peirce Capital Management have provided excellent service for us for over 7 years, and now they also advise our adult children.
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April 2025 by Tommy Miller
Excellent Service and Wisdom!
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April 2025 by Jess Puyear
I've been working with PCM for four years and I couldn't possibly feel more secure about the team handling my finances. They balance investing for the future with living in the now which enables me to feel secure in retirement while being able to make memories with my family in the present. They take their fiduciary duty to work in my best interest very seriously, and it has been a game changer from my previous financial advisors.
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March 2025 by Eric Vahling
PCM is amazing. They have provided amazing services over the years and have gave me with a sense of financial stability that I did not think I would ever have. The team is extremely professional and friendly. I don't know what I would do with out them.
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March 2025 by Ryan Bailey
Great team over at PCM. Very knowledgeable, professional, kind, and communicative. They stay on top of things and will manage your portfolio to your future benefit. Highly recommend their services.
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February 2025 by Mark Seefeldt
Great to work with, they have the personal touch.
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January 2025 by Dave Dromsky
Always thorough and responsive. Insightful questions, detailed planning, and quick execution. They personalize recommendations to your needs and requirements, rather than taking a cookie cutter approach. We have been extremely happy with their service and results.
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December 2024 by Kevin Moschell
PCM is a fantastic team that feels like family. They are responsive and take the time to make sure you understand each step of the process. I highly recommend this team!
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December 2024 by Daniel Sinner
We've been working with Peirce Capital for a couple of years now and really appreciate their approach to financial advising. It's clear that they are guiding us towards my family's best outcome, even if it's not what makes them the most money. They take a thorough, balanced, and statistics-backed approach which, as an engineer (who doesn't speak financese), I find especially refreshing.
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December 2024 by Brad Berg
I was one of PCMs first clients after the company was formed in 2007 and have been a loyal customer ever since. In all of that time, my confidence in their investing approach, quality of advice, and the dedication of the PCM team have only grown. They take a very transparent and sophisticated approach to investing, an approach based on a deep understanding of how markets behave. Their goal is to preserve, protect and grow the client’s wealth over the long term by taking a holistic approach to wealth management. They not only manage my investment portfolio, but they work closely with my accountant, my estate attorney, and my insurance providers to help minimize the risks to my estate. The team itself is a very friendly, smart, and service-oriented group of individuals. I have absolute trust in them to put my best interests first, and it provides tremendous comfort to me and my family knowing that we have such a strong team watching out for us. In short, I can’t recommend them enough. Do yourself a favor and schedule a visit with them.
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November 2024 by Bill Liddell
PCM has a staff that are all top notch. For the first time clients, you can expect to have a detailed interview so that they can fully understand your financial goals - and once a plan is in place, they will work very hard to help you achieve them. In addition, they are very responsive to questions you may have about your portfolio and they will quickly perform and actions that are required. Finally, they will help you with tax efficiency as much as possible. I would highly recommend this team!
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August 2024 by Wally Partridge
I highly recommend PCM. I left traditional brokers behind for PCM because they have a fiduciary duty to place my investment well-being ahead of profits. I also had the benefit of knowing and working with their founder, Wes. PCM follows academic research to anchor the analysis and concepts utilized for financial planning. I have had great advice over the years that has led me from a career into successful start to retirement. I am now seeing and benefiting from the changes PCM recommended to my asset allocation and tax strategies in retirement. It is so encouraging to know that with the PCM strategies and time I will not have to worry about my financial future. PCM and I have been through several stock market swings since 2009 and through it all I have done nothing while PCM kept rebalancing my portfolio. All the ups and downs are just chatter in the long-term positive trend. All the while I could focus my attention on family, friends and work.
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July 2024 by Wander Woman
I have been working with PCM for over 15 years. They have always worked to understand my risk tolerance and investment goals, with great success. They strive to understand their clients’ needs AND wants and are excellent at identifying investment opportunities to support both. They NEVER “rest on their laurels,” but work towards continuous improvement in their offerings through their relationships with other investment groups and individual professional development. It is with deep relief that I am able to leave my portfolio management to them as the experts and continue to enjoy excellent results.
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June 2024 by Kristin Heider
The team at Peirce Capital is extremely knowledgeable and thorough. It took no time at all for us to build rapport with them. From the beginning, they have taken an interest in who we are as people, getting to know us and our values and partnering with us to ensure all of our financial decisions are rooted in what truly matters to us.
