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Our Minimums / Your First Meeting

Client Centered

Under normal circumstances to open an account with Johnson Wealth Management you need to have $250,000 or more of investable assets. Since every relationship and individual is unique, occasionally we make exceptions to this minimum.

Click our “Meet with an Advisor” form on the homepage to set up your first complimentary meeting with us. This meeting gives you the opportunity to see whether our firm is a match for you, and gives us the opportunity to see whether you are a match for our firm.