Our Family. Your Firm.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Johnson Wealth Management was formed with the goal of assisting clients in every aspect of their financial lives. For each of our clients we strive to create financial stability and security, and to provide financial independence. With over two decades of managing assets for a select group of institutional and individual clients, we consistently work to demonstrate our dedication to integrity, excellence, and professionalism in everything we do.
As your trusted Wealth Advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our goal is to help you leave a legacy...but in order to do that, we need to help you live a legacy first.
When it comes to goal setting, we have found that many people struggle to get past their most obvious needs and are unclear about what they really want out of life. But your life, and what you want out of it, is at the core of what we do. Our goal is to ensure that your wealth works to help you live confidently, fully, and purposefully.
Throughout our relationship we work with you to articulate your values and translate those values into a vision, meaningful goals, tasks, and strategies that will enhance your life and act as the benchmark for your personal financial design.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."