SJW WEALTH MANAGEMENT

SJW Wealth Management was started in 2010 by Steven Weitzel who serves as the Managing Director. With over 27 years' experience in the financial services industry working with some of the largest financial services companies in the world to the more intimate regional firms Steven has relied on his past experience to create a dynamically focused, boutique firm. The firm offers a wide range of wealth management services and investment choices typically found at much larger firms while our independence allows us to focus solely on our client's interests... Our philosophy is simple. We believe in a proactive, disciplined approach to investment management with risk management and asset preservation at the core of our investment portfolio management philosophy. It is with this premise that we approach nearly every client situation... In doing so we strive to be your most trusted advisor by providing clarity and transparency about our overall process while offering our comprehensive..

Primary location: Scottsdale United States