PWJohnson Wealth Management
PWJohnson - Our Product is Peace of Mind
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PWJohnson Wealth Management

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!

Building a Solid Financial Foundation PWJohnsonAre 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.

 

 

 

Wealth Management - PWJohnsonIndependent and Objective Advice

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.

Wealth Management - PWJohnson
Roth Conversions

Are they right for you? Listen to Peter and Artie explain the benefits and disadvantages and learn whether or not you should consider one this year.
Watch the video

Wealth Management - PWJohnson
Long Term Care

Learn about Long Term Care and a unique, effective approach in planning for it in this informative video by Allen Hamm of Superior LTC Planning Services, Inc.
Watch the video

 

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