Our Company
SJW Wealth Management was founded in 2010 by Steven Weitzel, who serves as Managing Director. Since beginning his financial services career in 1987, Steven has worked with some of the world’s largest financial services companies to the intimate regional firms. He has drawn on that broad experience to create a dynamic, fee-based, independent advisory firm.
SJW Wealth Management offers a broad range of wealth management services and investment options typically found at much larger firms, while its independence allows the firm to focus solely on each client’s best interests.
Steven graduated with a Bachelor of Science degree in Accounting from Indiana University of Pennsylvania. He holds himself to a fiduciary standard in his advisory relationships and is licensed in numerous states across the US. He holds a full complement of securities registrations including Series 7, 24, 63 and 65 held through LPL Financial, enabling him to offer his clients a complete universe of investment options and financial advice.
In his spare time Steven is an avid golfer, fitness enthusiast and reader.