Our Difference

At Johnson Wealth Management, we have a simple mission: to empower you to use your wealth to live a great life. To do that, we believe we must measure success against your life goals, not just against an arbitrary number. We are committed to using our time and talents to help you discover your life goals, identify how best to employ your wealth to achieve those goals, and implement strategies for success.

WE ARE COMMITTED TO YOUR SUCCESS

We use your success to measure our own. We will be there for you when you need us, to help you and your family achieve and maintain financial security. As owners of our business, we develop long-term relationships with our clients based on trust. Our role is to work with you to design a blueprint that reflects what is important to you and where you would like to be in the future. We then act as an ongoing catalyst both to implement the necessary steps and to respond to the inevitable changes that will occur over time. We will be proactive in our relationship with you so you will see real progress towards your goals and be confident in the steps being taken.

WE ARE FOCUSED ON YOUR NEEDS

We will continue to focus on the issues affecting wealthy individuals and families and take on a limited number of clients to ensure that you will receive an extraordinary service experience.

WE ARE INDEPENDENT AND OBJECTIVE

As independent wealth managers, we will put your best interest first. We will always operate independently to align ourselves with the best service providers available. We will be transparent in all aspects of our relationship; disclosing our fees and potential conflicts of interest. We hold ourselves to the highest standards of honesty, character, and loyalty.

WE WILL MAINTAIN A COMPREHENSIVE APPROACH TO YOUR WEALTH

We will base our services on a 360 view of your financial situation. Once we fully understand your unique goals and values, we will provide highly customized and fully integrated strategies for wealth accumulation, wealth preservation, and wealth transfer.

WE WILL STAY TRUE TO OUR INVESTMENT APPROACH

We will maintain our three-fold investment focus: investing with the intent to maximize your returns, helping to minimize your taxes and expenses, and working to assist you in controlling your risk through proper diversification. We offer customized solutions via a disciplined philosophy and approach. We will add value through tactical asset allocation strategies and careful selection and monitoring of money managers.

WE WILL MAINTAIN OUR PASSION FOR EXCELLENCE

We will continue to push ourselves to increase our knowledge and exceed your expectations. Our team is made up of skilled professionals in each of the wealth management disciplines and we have extensive experience serving a very sophisticated clientele across the United States.