We are SJW Wealth Management
We are a client focused wealth management services company providing comprehensive strategies to entrepreneurs, retirees and pre-retirees, young professionals and independent women.
Our mission is to partner as your financial coach, sharing our experience and knowledge so that clients can be financially literate, better informed and more in control of their decisions. We firmly believe that knowledge and understanding is the key which provides confidence and builds trust in our relationships. We want clients to not only understand what we do but more importantly how it correlates to the big picture and feel that if we succeed then laying out the strategic plan toward the pursuit of our client’s lifelong goals follows effortlessly.
