About PWJOHNSON WEALTH & LEGACY, LLC
PWJOHNSON WEALTH & LEGACY, LLC is a trusted financial advisor that helps clients reach their financial goals. With over 20 years of experience in the industry, the firm provides expert guidance and personalized financial solutions for individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans to meet client goals and objectives
- Offers a wide range of financial services to cover all aspects of wealth management
- Provides ongoing support and guidance to ensure clients stay on track towards their goals
Facts and Insights
PWJOHNSON WEALTH & LEGACY, LLC is dedicated to helping clients achieve financial success. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20+ years |
Financial Services Offered
The firm offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
PWJOHNSON WEALTH & LEGACY, LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
The firm’s fees are based on a percentage of assets under management, with rates varying depending on the services provided and the complexity of a client’s financial situation. The firm is transparent about its fees and does not charge any hidden costs.
Background
The team at PWJOHNSON WEALTH & LEGACY, LLC is made up of highly qualified and experienced financial professionals. The firm’s founder, Paul W. Johnson, has over 25 years of experience in the financial industry and is a certified financial planner (CFP) and a chartered financial consultant (ChFC).
Financial Advisor Disclosures to Know
As a registered investment advisor, PWJOHNSON WEALTH & LEGACY, LLC adheres to strict fiduciary standards, meaning they always act in the best interest of their clients. The firm also has no disciplinary actions or disclosures on their record, providing peace of mind for their clients.