Business Details
Your Trusted Financial Partner in Los Altos
PWJohnson Wealth & Legacy is an independent, fee-only fiduciary advisory firm dedicated to serving families and individuals throughout the Bay Area. Founded on principles of transparency and client-first service, we specialize in financial planning, investment management, estate planning, and legacy coaching. Our team brings decades of combined experience in navigating complex financial landscapes, with a focus on aligning strategies with each client's unique goals and risk tolerance. We prioritize long-term relationships, offering ongoing portfolio monitoring, tax law updates, and access to institutional-grade financial products.Our educational approach empowers clients through regular webinars, in-depth discussions, and personalized guidance to make informed decisions. As advocates for diversified investment strategies, we help clients avoid common pitfalls while maintaining fiduciary accountability. With a commitment to community engagement and professional collaboration, we provide comprehensive financial solutions tailored to life's evolving transitions.
Services
Financial Planning
Investment Management
Estate Planning
Retirement Planning
College Funding Advice
Stock Option Strategies
Insurance Analysis
Tax Strategy Evaluation
Highlights and features
- We are a fee-only fiduciary firm with no sales incentives
- Our team has over 25 years of combined financial advisory experience
- We provide access to institutional-grade investment products
- We offer comprehensive financial education resources
- We maintain fiduciary accountability through independent custody
Services
Financial Planning
We develop comprehensive financial strategies tailored to individual goals, risk tolerance, and life stages. Our approach combines market analysis with personalized guidance to optimize investment decisions. We help clients navigate complex financial decisions while maintaining long-term perspective.
Investment Management
Our diversified investment strategies focus on long-term growth through institutional-grade products. We emphasize risk mitigation while maintaining fiduciary accountability. Regular portfolio reviews ensure alignment with evolving financial objectives and market conditions.
Estate Planning
We provide specialized guidance for wealth transfer and legacy preservation. Our approach addresses tax implications, asset protection, and family dynamics. We help clients create comprehensive plans that reflect their values and intentions.
Retirement Planning
Our retirement planning services focus on sustainable income strategies and tax-efficient withdrawals. We help clients navigate Social Security optimization, healthcare costs, and longevity considerations. We emphasize realistic expectations and adaptive planning.
College Funding Advice
We offer strategic guidance for education savings and funding options. Our approach balances college affordability with long-term financial goals. We help families navigate financial aid implications and tax-advantaged savings vehicles.
People
Peter W. Johnson, Jr.
Founder & Principal
With over 25 years of financial advisory experience, Peter established PWJohnson to provide independent, fiduciary-driven financial guidance. He specializes in comprehensive wealth management and legacy planning strategies.
Henry Reed
Lead Planning Consultant
Henry brings extensive financial planning expertise to the team, focusing on strategic wealth transfer solutions. He has been with PWJohnson since 2018, helping clients navigate complex financial transitions.
Alice Hamamoto
Operations Manager
Alice oversees firm operations and client service coordination. With over seven years at PWJohnson, she ensures efficient delivery of financial planning services while maintaining operational excellence.
Questions
What financial services do you specialize in?
We offer comprehensive financial planning, investment management, estate planning, retirement strategies, and college funding advice tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate as independent fee-only fiduciaries with no sales incentives, always prioritizing client interests in our recommendations.
Do you work with clients outside the Bay Area?
While based in Los Altos, we serve clients throughout the Bay Area and can provide virtual consultations for those in other locations.
How are your investment strategies structured?
Our approach emphasizes diversified portfolios using institutional-grade products, focusing on long-term growth while maintaining risk management principles.
What educational resources do you provide?
We offer webinars, market commentaries, podcast archives, and personalized financial education to help clients make informed decisions.
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