Los Altos Fee-Only Fiduciary Financial Advisors & Wealth Management.
Discover Your Financial Possibilities
We change as you change!
It’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 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.
Leaving a Legacy
Get answers to our clients’ most frequently asked questions about estate planning, and explore important aspects of making an estate plan.
From the Blog
Information and insights from our experts.
Six Unconventional Reasons to Update Your Estate Plan Now
We’ve all heard that we should get our estate plans done and keep them updated. And we’ve all heard the reasons: “protect your loved ones”;…
Continue Reading Six Unconventional Reasons to Update Your Estate Plan Now
The Value of an Advisor
The Value of an Advisor. As you consider a relationship with a financial advisor, you might find these excellent linked third-party articles from Vanguard and…
PWJohnson Services
Knowledge and experience you can count on. Let us answer your most common questions related to financial planning, collaborative practice, and more.
Contact us to get started
Reach out to us for a free initial consultation. The advisor you choose can make a difference in achieving your financial goals.
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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