Every significant change in life, whether personal, economic, or investment-related, impacts more than just your financial future. These moments and decisions also impact your family and those closest to you. We have decades of experience helping clients make decisions based on a comprehensive view of your unique situation, your values, and your relationships.

With a history that dates back to 1965, we have vast experience navigating the dynamics of multigenerational families. Our team of wealth management professionals understands the unique challenges and opportunities that arise when balancing the needs across a range of age groups, goals, and perspectives. Our tailored approach, sophisticated resources, and decades of experience are well-suited to address the diverse needs of families. Our team works closely with clients through the years to ensure a legacy that endures for generations to come.

Navigating significant milestones in life

Our wealth management teams work across multiple generations of families to help each member navigate significant milestones and their financial impacts. Our teams are experienced in providing counsel across a variety of ages, life stages, and topics including learning the basics of financial planning and investing for young adults, planning for college, navigating 401K plans and benefits from a first job or after a job change, helping to plan for the purchase of a first home, combining finances after marriage, expanding your family, and more. We have helped countless clients navigate similar “firsts” and we bring our collective expertise to the table to build a financial plan that best suits you.

Defining your family values for future generations

For those clients who want to establish and clearly communicate their family values, we have a dedicated team of advisors who can work with you to facilitate the creation of a Family Foundation. This provides detailed documentation to ensure strategic and targeted charitable planning, providing clear-cut guidelines on how and when their wealth will be distributed. Click here to learn more about Johnson Family Office Services.

Seamlessly connected and consistently secure

Johnson Investment Counsel has a robust and practiced system in place to protect our clients’ data and ensure uninterrupted service. We invest in cutting-edge tools that empower seamless communication and connectivity to ensure our clients are always up-to-date on their portfolio activity while also helping our teams efficiently and effectively provide more accurate financial guidance. Our centralized portal provides access to a variety of digital resources for our clients’ wealth management needs. From this state-of-the-art collaborative financial planning tool, our clients can easily connect with their data from one organized hub.

Deep expertise. Individualized solutions.

  • Investment Management

    Our in-house team of full-time research analysts works in concert with our advisors as we construct each portfolio, balancing risk and return for each client’s specific situation.

  • Retirement & Cash Flow Planning

    Your path to retirement is as unique as you are. We work closely with you to identify your goals, address your concerns, and ensure long-term financial security by developing a tailored and comprehensive financial plan.

  • Income Tax Planning

    Our advisors understand the relationship between taxes, financial planning, and investments. We work with clients and their tax professionals to provide a coordinated solution in line with the overall plan.

  • Estate Planning & Trust Services

    Our team of estate planning attorneys and trust professionals within Johnson Trust Company provide counsel to ensure the right decisions are made to preserve and transfer your wealth over time.

  • Charitable Planning

    At Johnson Investment Counsel, we facilitate charitable giving in flexible and impactful ways. We also develop and implement a family philanthropy plan for you and your loved ones that will guide multi-generational charitable giving that is clear in purpose and produces measurable results.

  • Asset Protection & Insurance

    We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.

Your Journey

Here with you through your life’s journey

Discover our services
Our Team

Driven by a genuine heart to serve

Our mission to “deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve” has guided our clients through challenges, whether personal, economic, or market-related. Our team of experienced, compassionate professionals always works in your best interest.