• Skip to primary navigation
  • Skip to main content
PWJohnson Wealth and Legacy, LLC

PWJohnson Wealth and Legacy, LLC

Building Wealth, Expanding Lives

  • About
    • About PWJohnson
    • The People of PWJohnson
      • Peter W. Johnson, Jr.
      • Harvey Bresler
      • Austin Russell, CFP®
      • Alice Hamamoto
    • Why PWJohnson?
    • The PWJohnson Vision and Mission
  • Services
    • PWJohnson Services
    • Frequently Asked Questions
    • Benefits and Services
    • Performance Expectations
  • Leaving a Legacy
    • The Shadow Legacy©
    • My Story
    • Our Estate Planning Philosphy
    • Estate Planning FAQs
    • Family Nature Retreats℠
  • Resources
    • Client Education Webinars
    • Free Downloads
    • Financial Articles
    • Podcast Archive
    • Free Referrals for Life’s Transitions
    • Collaborative Practice
  • Contact Us
  • Blog
  • Show Search
Hide Search

Privacy and Use Policy

PWJohnson Wealth and Legacy, LLC and its associates may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration. PWJohnson Wealth and Legacy, LLC’s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, PWJohnson Wealth and Legacy, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. PWJohnson Wealth and Legacy, LLC does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to PWJohnson Wealth and Legacy, LLC ‘s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.  

PWJohnson Privacy Letter – revised 01/2020Download

Website

PWJohnson Wealth and Legacy, LLC has created this privacy statement in order to demonstrate our firm commitment to protecting your privacy. The following discloses the information gathering and dissemination practices for the PWJohnson.com website.

Information Automatically Logged

We use your IP address to help diagnose problems with our server and to administer our website. This information is also used to allow us to determine statistical usage of the site. The referring URL (the web page you left before coming to the PWJohnson.com web page) if any, is logged when you view a page. This allows us to see which areas of the website are more popular than others, evaluate the paths taken to reach each page, and it also allows us to gauge the effectiveness of the areas we include in the site.

All such information is gathered globally rather than individually, and no information is linked to any identifying information about you. This information is used only by PWJohnson Wealth and Legacy, LLC and is never made available to any outside persons or companies.

Cookies

PWJohnson.com may employ the use of cookies to provide identification to the security structure of the website. By using these areas of the site you agree to allow us to place cookies on your computer.

Personal Information

No personal information, collected by PWJohnson Wealth and Legacy, LLC from visitors to our website, when viewing pages, entering form data, or viewing online information is used for any other purpose than to facilitate online transactions. We do not collect or harvest the email addresses of people who email us directly. We only use your email address to respond to your queries.

Except as stated above, any personal information collected will not be disclosed to any third party, except in the case of cooperating with law enforcement agencies to aid in identifying those persons using our services for illegal activities. Information may be given even without a subpoena or court order if we believe such illegal activity is being conducted through our services.

External Links

This site may contain links to other Web sites. PWJohnson Wealth and Legacy, LLC is not responsible for the privacy practices, actions, or the content of such Web sites.

Contacting Us

If you have any questions about this privacy statement, the practices of this site, or your dealings with this website, please contact us.

Footer

PWJohnson Wealth and Legacy, LLC

2051 Grant Road, Suite 240
Los Altos, CA 94024
Toll Free: (800) 214-6837
Local: (408) 747-1222

Form ADV PART 2 | Privacy Policy

Copyright © 2025 · PW Johnson Wealth and Legacy LLC, All Rights Reserved - Privacy and Use Policy

Join us on:

  • Twitter
  • YouTube