About Johnson Wealth Management

Established in 2016, Johnson Wealth Management is a financial planning and wealth management firm leveraging more than 30 years of financial services experience. Serving the needs of our clients our focus on developing lasting relationships has never wavered. We are proud to work with multiple generations of our clients who rely on us for objective advice and guidance along the path of pursuing their life goals.

At Johnson Wealth Management, we believe that financial goals and life goals are inextricably linked. That’s why our mission is to help improve the lives of our clients through a comprehensive approach to financial planning and consulting services as well as portfolio and wealth management services that embraces proactive planning, education, regular communication and the implementation of strategies that place client interest first.

We serve as a fiduciary advisor on every client account, meaning we will always do what is in the best interest of the client.

Johnson Wealth Management offers:

  • A knowledgeable investment advisor who will partner with you as your personal advocate and guide; a “financial coach” you can rely on at every stage of your life.
  • Objective advice and guidance, coupled with independent financial market research
  • Financial planning and consulting services plus portfolio management and wealth management services and resources to address even your most complex financial needs and challenges
  • An exceptional level of personal care service

Our primary goal as your Investment Advisor is to maximize your expected return commensurate with the specific risk you are willing to accept. We strive to achieve principal preservation, capital enhancement and inflation protection for all of our clients. Our financial planning and portfolio management approach is driven by your goals and priorities.

When you work with Johnson Wealth Management you will experience the difference it makes to have a knowledgeable Advisor who truly understands you and cares about helping you meet your goals. To us you will never be just another account.