PWJohnson Wealth & Legacy
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Investment service
- Address
- 2051 Grant Rd Suite 240, Los Altos, CA 94024
- Phone
- (408) 747-1222
- Website
- pwjohnson.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
PWJohnson Wealth & Legacy is a financial planning and investment advisory firm in Los Altos focused on helping individuals and families build and protect their wealth over time. We work with clients across Los Altos and the wider Santa Clara County area, offering personalized guidance on investment management, retirement planning, and long-term financial strategy.
Our approach centers on understanding each client's goals, values, and circumstances so that every plan we create is tailored to where they are and where they want to go. We aim to make complex financial decisions clear and manageable, so you can move forward with confidence.
Whether you are just starting to plan for the future or refining an existing strategy, we are happy to talk through your options.
Book through our booking page or reach out through our website to get started.
Our approach centers on understanding each client's goals, values, and circumstances so that every plan we create is tailored to where they are and where they want to go. We aim to make complex financial decisions clear and manageable, so you can move forward with confidence.
Whether you are just starting to plan for the future or refining an existing strategy, we are happy to talk through your options.
Book through our booking page or reach out through our website to get started.