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Peter J

Series 63

Los Altos, CA

PWJohnson Wealth & Legacy, LLC

Peter Johnson is a financial advisor with PWJohnson Wealth & Legacy, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at PWJohnson Wealth Management and OneAscent Financial Services LLC before joining his current firm in 2020. Outside of advising, Mr. Johnson serves as President of AdvisorPress, Inc., a publisher focused on personal financial planning information and public financial literacy events. PWJohnson Wealth & Legacy provides personalized, fee-only financial planning and investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified, adaptive investment approach grounded in Modern Portfolio Theory and behavioral finance, operating mainly on a non-discretionary basis with an emphasis on tailored, ongoing planning and family legacy facilitation.

General retirement planning Cash flow / budgeting General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Approaching retirement Baby Boomers (Born 1946-1964)
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Henry R

Series 65

Los Altos, CA

PWJohnson Wealth & Legacy, LLC

Henry Reed is a financial advisor at PWJohnson Wealth & Legacy, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Griffin Black, LLC, Silicon Valley Capital Partners, and AssetMark Financial, Inc. before joining PWJohnson. PWJohnson Wealth & Legacy provides fee-only financial planning and investment management to high-net-worth individuals, trusts, estates, charitable organizations, and small business retirement plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and behavioral finance, operating primarily on a non-discretionary basis with a focus on comprehensive planning and family legacy services.

General retirement planning Cash flow / budgeting General estate planning guidance College savings (529s, UTMA, etc.) Tax strategies for small businesses Approaching retirement Baby Boomers (Born 1946-1964)
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