Pwjohnson Wealth Management
Investment Company in Sunnyvale, CA
PWJohnson Wealth Management supplies full-service fee-only financial planning and investment advice. We currently have the expertise to address virtually all kinds of your financial aims aspirations. We work closely with you not only to evolve personalized financial plans to reach your unique goals, but to assist you manage your investment assets in ways that reduce the risks associated with achieving those aims. Whether you're a seasoned investor searching for a portfolio review, an executive about to receive a significant number of stock options.
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Pwjohnson Wealth Management
read moreIt'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 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. Dear Clients and Friends, This is a challenging time for our communities, our nation, and the world.
About Us
read moreOur 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 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.
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