Preserving wealth requires more than wise investing. Successful wealth management involves planning not only for the near-term, but for the future. Implementation is equally important to planning, for the greatest of plans will fail if they are not fully implemented, or implemented unwisely or incorrectly.
Johnson Trust Company provides highly-personalized, comprehensive trust services, integrating experienced fiduciary expertise and coordinated investment management to implement our clients’ estate plans for the future.
We also provide estate and charitable gift planning, comprehensive private trust services, and executor and estate settlement services. We are an Ohio-chartered trust company regulated by the Ohio Division of Financial Institutions.
As an independent, employee-owned company, Johnson Trust Company attracts and retains trust and investment professionals with long-term experience and expertise. Our professionals are proactive in identifying issues or challenges in your estate planning, generating solutions, and determining the best approaches to achieve your goals. Always a partner, Johnson Trust Company works in concert with your attorney and other advisors to ensure communication, consistency, and innovation in your estate plans.
As an independent company, Johnson Trust Company is structured so our trust professionals can focus on client service, rather than maximizing quarterly earnings to boost shareholder value. With Johnson Trust Company, you have a consistent, personal relationship with an experienced trust professional who is dedicated to implementing your plans. Larger, publicly-traded banks typically pass trust administration to lower-level administrators who are susceptible to substantial turnover, incentivizing trust officers and client representatives to focus on sales quotas. In working with Johnson Trust Company, you will benefit from our professional expertise coupled with a personal relationship that only an independent firm can offer. We are committed to creating trust plans and investment strategies that ensure the greatest benefits from your planning. As we implement your plans, we continually review them with you to strategically consider additional planning opportunities, and address any issues or changes in your assets, your family needs, or tax laws.
You will find that the professionals at Johnson Trust Company are genuinely passionate about serving clients. It is not just our goal, but our passion, to create customized wealth and estate plans tailored to your family’s unique needs and goals. This passion translates to long-term personal relationships with our clients — many of which last through multiple generations. |
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(Left) Sherry L. Wright, CTFA
Vice President Trust Officer & Secretary
(Middle) Mary P. Burns, Esq.
Trust Counsel
(Right) Michael D. Barnes, Esq.
President, Chief Trust Officer and Treasurer
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employee list. |