Andrew M.
6/7/2019
Peter always puts clients first and provides a comfortable environment for their meetings. He is a seasoned veteran in the wealth management industry with 30+ years of experience.
PWJohnson Wealth and Legacy
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2051 Grant Rd # 240
Los Altos, CA 94024
PW Johnson Wealth and Legacy LLC, located in Los Altos, CA, specializes in comprehensive financial planning services designed to help individuals and families build wealth and manage their legacies. With a commitment to personalized portfolios and a focus on avoiding common investor pitfalls, the firm aims to empower clients through education and support in making informed financial decisions.
Founded by Peter W. Johnson Jr., who has over 25 years of experience, the team at PW Johnson is dedicated to fostering long-term relationships and guiding clients toward peace of mind. Their mission encompasses a collaborative approach, offering resources such as the Willing Wisdom Index and various educational programs to enhance clients' financial literacy and preparedness for life's transitions.
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5.02 reviewsJed K.
11/5/2023
My wife and I have worked with Peter and his team for over 20 years. He has provided great support and service during both upturns and downsides in the market. He is technically very knowledgeable...
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