PWJohnson Wealth management is a fee-only financial planning and investment adviser located in Sunnyvale, California. We have been providing expert and unbiased investment portfolio management services and financial advice to our clients since 1990. Our services are highly individualized; we take the time to listen to our clients, understand their particular situations, and educate and coach them on the different financial options available to them. We also help families collectively with financial planning and investing. Many of our clients have joined us through recommendations from other family members.
We follow a six-step approach in helping our clients with financial planning:
Identify and prioritize financial goals and objectives
Gather all pertinent data
Analyze and evaluate alternatives
Make recommendations
Implement the plan
Monitor plan execution and adjust periodically based on situational changes
We also help our clients manage their investment portfolios. We have the expertise to help them appropriately diversify their investments to reduce risk; to help them overcome any emotional biases preventing rational and prudent investment decisions; and to apply methodologies to reduce the risk for a given level of return.
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.
