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.

Discover our full scope of wealth management services

  • Investment Management

    Our approach to investment management sets us apart from wealth management firms of similar size and scale. Our differentiation comes from our in-house team of full-time research analysts. Our team’s personalized and comprehensive strategy ensures that your portfolio is positioned to capitalize on market opportunities while staying aligned with your goals.

  • Retirement & Cash Flow Planning

    By working with you to determine your retirement goals and address your cash flow concerns, our wealth managers help you develop a comprehensive financial plan focused on long-term financial security. Our strategies consider immediate needs, future plans, and the legacy you wish to leave. Our goal is to confidently guide you toward retirement by laying the groundwork for a financially secure future.

  • 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. We prioritize the reduction of expenses along with the preservation of our clients’ financial objectives.

  • Estate Planning & Trust Services

    Our team of estate planning attorneys and trust professionals within Johnson Trust Company offers expert guidance on optimal and tax-efficient methods of transferring wealth. Our team will align your estate plan with your values to ensure your family members and charitable interests will benefit now and that your legacy will last for generations.

  • 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 employ a proactive planning approach, consistently reassessing and adapting to ensure an optimal balance between our clients' risk exposures and existing protections. We not only address immediate risk concerns but also align our strategies with our clients’ evolving financial needs. Through continuous reevaluation, we strive to create resilience, safeguard assets, and balance both current needs and future goals.

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.

Invested in your success

Every significant moment or change you experience in your life, whether personal, economic, or investment-related, impacts your long-term financial future. We understand how important it is to find a wealth management partner who takes the time to listen and understand what you hope to achieve throughout your journey.