Los Altos Fee-Only Fiduciary Financial Advisors & Wealth Management.

Discover Your Financial Possibilities

We change as you change!

It’s all about our clients, with personalized portfolios that avoid common investor pitfalls. PWJohnson Wealth and Legacy, LLC offers comprehensive ongoing services, with expertise in all areas of financial planning.

Our Vision

We are a dynamic team inspiring individuals, families and communities to grow wealth and expand their lives. We enjoy long term relationships, guiding people to peace of mind.

Meet the PWJohnson Team

Our team shares a common commitment to serving the larger community through our work with our clients, our affiliation with other financial professionals, and our consumer education programs.

Peter W Johnson, Jr.

Founder & Principal

Peter has operated his current practice for over 25 years.

Henry Reed

Associate Planner

Henry has been part of the team since 2018.

Alice Hamamoto

Operations Manager

Alice joined the PWJohnson team in 2016

Our Mission

Delivering education, support, and tools to assist people in making intelligent financial decisions and discovering what is possible.

Leaving a Legacy

Get answers to our clients’ most frequently asked questions about estate planning, and explore important aspects of making an estate plan.

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From the Blog

Information and insights from our experts.

Market Commentary: 4th Quarter 2022

Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022 by Peter W. Johnson Easing inflation pressures and a resolution of the fiscal…

Continue Reading Market Commentary: 4th Quarter 2022

Webinar: Planning for Higher Interest Rates

Zoom Workshop Video: Planning for Higher Interest Rates: September 8, 2022 with Peter W. Johnson (Principal, PWJohnson) and Dave Warter (Mortgage Broker, Provident Lending Group)…

Continue Reading Webinar: Planning for Higher Interest Rates