SJW Wealth Management

SJW Wealth Management Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.

SJW Wealth Management is an independent financial services firm providing comprehensive wealth management strategies to individuals, families and small businesses. We believe in a proactive, disciplined approach to investment management with risk management and asset preservation at the core of our portfolio management philosophy. Our system consists of fee-based investments utilizing an open arch

itecture platform which allows for flexibility to adjust model portfolios to changing economic cycles and potential growth opportunities. We strive to be your most trusted advisor by providing clarity and transparency about our overall process while offering our objective perspective to shine the light of reality on the financial markets. finra.org sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For me this is what wealth management is all about - helping clients realize their dreams.
07/31/2026

For me this is what wealth management is all about - helping clients realize their dreams.

When you think about your retirement does it make you feel like this? If so, we can help.
07/28/2026

When you think about your retirement does it make you feel like this? If so, we can help.

Having been there at the end of last year I would agree with this year's nomination for the world's best beach. Absolute...
07/24/2026

Having been there at the end of last year I would agree with this year's nomination for the world's best beach. Absolutely stunning.

Which beach is the best in the world? Beach.com tapped experts, NASA and EU Space data, a decade of climate data and analyzed over 100,000 reviews to find out.

Diversifying properly across a variety of asset classes is the most important way for investors to weather market volati...
07/24/2026

Diversifying properly across a variety of asset classes is the most important way for investors to weather market volatility.

10 valuable points to understand regarding naming retirement plan beneficiaries. Have you reviewed your recently? If not...
07/23/2026

10 valuable points to understand regarding naming retirement plan beneficiaries. Have you reviewed your recently? If not, now is a good time.

Taking a few minutes today to review and update your retirement account (such as a 401(k) plan) beneficiary form can save you time and trouble later. The rules below apply to both employer plans, such as 401(k)s, and IRAs, except where noted. The biggest differences involve spousal rights and divorc...

Interesting visual from Andreesen Horowitz (a16z)
07/22/2026

Interesting visual from Andreesen Horowitz (a16z)

Without AI-related infrastructure investment, there is very little investment growth, at all: | 23 comments on LinkedIn

Interesting the magnitude of change common knowledge can take over time.
07/21/2026

Interesting the magnitude of change common knowledge can take over time.

The research has been mixed but the association says evidence of coffee’s safety and even benefits has been growing over time.

Address

21337 N 73rd Way
Scottsdale, AZ
85255

Telephone

+18186101130

Website

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