Wealth planning and management services designed around you
At Johnson Wealth Management, one of our core principles has always been to understand our clients’ full financial pictures. Investing does not happen in a vacuum; looking at every aspect informs the most appropriate wealth planning services and strategies for each client we serve. When you work with our wealth planners, you’ll experience a personalized approach to help you navigate the changes and opportunities that impact you, your family, and your legacy.
Wealth management advisors invested in your success
Each of our clients is served by a dedicated wealth advisor who is supported by a team of highly credentialed professionals. Our structure and in-house resources enable our teams to be proactive in addressing financial planning opportunities and allow our advisors to focus their full attention on you.
Our wealth management team includes:
- Portfolio managers
- Estate planning attorneys
- Trust officers
- Research analysts
As an independent, employee-owned, fiduciary, and fee-only firm, we don’t work on commission and we don’t answer to outside entities. We work alongside you to provide wealth planning that works in your best interests. Our firm’s size, experience, and sophisticated resources provides us a greater depth of knowledge and expertise. All of this culminates in creating secure, future-focused, and tailored plans for our clients designed to deliver lasting peace of mind.
Johnson Investment Counsel is an independent Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission. As an RIA, we are legally bound by the fiduciary standard of care. To learn more about RIAs, click here.