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PWJohnson Wealth Management

2051 Grant Rd Ste 240
Los Altos, CA 94024-6913
(800) 214-6837
Services Offered:
PWJohnson Wealth Management serves San Mateo County, CA, Santa Clara County, CA, Santa Cruz County, CA
  • General Information
  • Licenses
  • General Information
  • Description
    About My Business
    We offer a broad range of financial planning and investment management services to individuals and families in the San Francisco Bay Area and beyond. We enjoy long-term relationships with our clients — some dating back more than 20 years — and are generally the first people our clients call with any financial need. We are fee-only, meaning that no one pays us aside from our clients, and our interests are closely aligned with your success. Our primary mission is taking care of and supporting people; it "just happens" to be in the area of money. Our motto is "Our product is peace of mind."
    About My Services
    Our services include
    • Portfolio Management
    • Investments
    • Socially Responsible Investing
    • Generational Wealth Transitions
    • Estate Planning Support
    • Retirement Planning
    • Tax Planning
    • Education Funding
    • Employee Benefits
    • Client Education

    * Note that we do not provide legal advice or draft documents, nor do we prepare tax returns. We regularly provide referrals to qualified professionals in these areas.

    Minimum portfolio size for new clients is $1,000,000.
    Conditions I Am Unable To Treat
    We are located upstairs in a two-story building. There is no elevator, but we are happy to accommodate our clients by meeting them downstairs, or by making other arrangements. Please contact our office for more information.
    Experience And Credentials
    PWJohnson Wealth Management was founded in 1990. The founder and principal, Peter W. Johnson, Jr., has been in the investment business since 1980. He holds a degree in Finance from Santa Clara University, earned his Personal Financial Planner credential from UC Extension in 1986, and is trained as a Collaborative Practice Professional. We serve some 60 individuals and families, and have $60 million under management. Of course, we have references available, upon request.
    Fees And Payment Sources Accepted
    We are fee-only, and accept payment only from our clients. We do not receive commissions, incentives, or any other payments from third parties, which ensure that our interests are closely aligned with those of our clients.
    Languages Spoken by Staff
    Hours of Service
    We are open from 8:00am to 5:00pm Monday through Friday.
    US Federal EIN
    Issued by U.S. Internal Revenue Service
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