Fee-Only Financial Planning & Investment Advice for Los Altos Families
Discover the Possible
We change as you change!
Based in Los Altos, PWJohnson Wealth & Legacy is a truly independent, fee-only fiduciary advisory firm serving families and individuals throughout the Bay Area. We offer financial planning, investment management, estate planning, and legacy coaching—always with your best interests first.
How prepared is your family to manage your health and inherit your wealth?
The Willing Wisdom Index™ is a 9-15 minute FREE questionnaire offered by PWJohnson that will measure your family’s performance in six critical areas: Health Care, Taxes, Litigation, Communication, Planning, and Governance
Leaving a Legacy
Get answers to our clients’ most frequently asked questions about estate planning, and explore important aspects of making an estate plan…
Our Vision
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.
Meet the PWJohnson Team
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.
Our Mission
Delivering education, support, and tools to assist people in making intelligent financial decisions and discovering what is possible.
From the Blog
Information and insights from our experts.
Market Commentary: 4th Quarter 2022
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022 by Peter W. Johnson Easing inflation pressures and a resolution of the fiscal…
Webinar: Planning for Higher Interest Rates
Zoom Workshop Video: Planning for Higher Interest Rates: September 8, 2022 with Peter W. Johnson (Principal, PWJohnson) and Dave Warter (Mortgage Broker, Provident Lending Group)…
Continue Reading Webinar: Planning for Higher Interest Rates
Planning Resources
Knowledge and experience you can count on. Let us answer your most common questions related to financial planning, collaborative practice, and more.
Maintaining Brain Health is Good for Your Wallet!
Specific, easy steps you can take now to help preserve your health and your wealth!
Learn about:
How cognitive function changes as we age
Cognitive reserve: a way to maintain cognitive function as we age
How having high cognitive reserve benefits your retirement savings
Everyday activities that can help boost cognitive reserve and maintain cognitive function
Contact us to get started
Reach out to us for your free legal consultation. The advocate you choose makes a difference in the outcome of your case.
PWJohnson Wealth and Legacy, LLC
2051 Grant Road
Suite 240
Los Altos, CA 94024
Toll Free: (800) 214-6837
Local: (408) 747-1222
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