Please note: We have moved to 2051 Grant Road, Suite 240, Los Altos, CA 94024. Our phone numbers will remain the same. Do not use Google Maps to find our new office - it is currently inaccurate. Use this MapQuest.com map to accurately find our office. We look forward to seeing you in our new location!
Are you prepared for retirement? Are you confident that your family will be provided for if something happens to you? Are you thinking about how to pay for your children’s college education?
With an overwhelming number of financial options (with so many complex choices), perhaps the most important financial decision anyone can make is to seek the advice of a competent financial planning professional.
A Comprehensive Approach to Your Family's Financial Health
PWJohnson Wealth Management provides full-service fee-only financial planning and investment advice. We have the expertise to address virtually all aspects of your financial goals and aspirations. We work closely with you not only to develop personalized financial plans to achieve your unique goals, but also to help you manage your investment assets in ways that reduce the risks associated with achieving those goals.
Whether you are a seasoned investor looking for a portfolio review, an executive about to receive a significant number of stock options, or a parent concerned about leaving a legacy to your children, we will make it easy for you to understand your choices and make sound decisions on your financial options.
Delivering financial peace of mind is our top priority.
Our fee-only approach (no commissions on any transactions) ensures that our advice is impartial, honest, and completely objective because we have no pressure to sell any products or services. As a Registered Investment Adviser, we have a fiduciary responsibility to act with utmost good faith and to put our client’s interests ahead of our own.
PWJohnson Wealth Management is a California registered investment advisor. PWJohnson Wealth Management and its associates may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration. PWJohnson Wealth Management 's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, PWJohnson Wealth Management 's web site on the Internet should not be construed by any consumer and/or perspective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of PWJohnson Wealth Management, please contact the California Securities Regulation Division. A copy of PWJohnson Wealth Management's Part 2A of Form ADV is available upon written request. PWJohnson Wealth Management does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to PWJohnson Wealth Management 's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.