Our Company
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.
We have no set in stone minimums or product requirements, so it doesn’t matter how much you earn, how young or old you are, or where you are financially. We can look at each client and their goals uniquely, without the common conflicts you might encounter at another firm.
We also understand that we aren’t necessarily the right firm for everyone which is understandable. Our initial no cost consultation will allow us the opportunity to meet and learn more about each other so we can determine if our services and process will fulfill your needs at a high level.