Our Services Asset Management At Johnson Wealth Management, we have a fully integrated and customized approach to investment consulting that is designed to help preserve and grow your capital so that you can live fully knowing your wealth is now working hard for you. Our focus is to help you achieve your goals by investing with the intent to maximize your returns, helping you to minimize your taxes and expenses, and mitigating your risks.Our investment approach delivers the benefits of a sophisticated understanding of the capital markets, thoughtful and forward looking asset allocation, portfolio structure, specialist investment managers and continuous portfolio management. Your portfolio will be “goals” based, growth oriented, diversified, value driven, and defensive. SOLUTIONSAsset allocation & portfolio designHedging & diversification strategiesInvestment policy statement designManager due diligence, selection, & monitoringObjective fee-based approach using private investment management and independent 3rd party specialist managersPortfolio management, monitoring, & reportingStrategic & tactical asset allocation within broadlydiversified portfolios using both active and passive solutionsTotal return focused & tax managed portfoliosUnique exposure to alternative investments, as appropriateValue added investment performance Asset Protection Protecting your assets requires sophisticated risk management planning and insurance coverage. At Johnson Wealth Management, we review and consult on asset protection & risk management strategies as well as life, disability, long-term care coverage to proactively manage your risk to protect your family and investments from unforeseen events.SOLUTIONSAsset protection consultingElder care planningEmployee benefits analysisRisk management and insurance consulting:Life InsuranceDisability InsuranceLong-term Care InsuranceEstate Tax Insurance Cash Flow Debt Taxes Etc... Whether you are currently saving for the future or living off your portfolio, the single biggest driver of your wealth program is your cash flow plan. Since your cash flow is affected by your income, spending, debt payments, and taxes, they all need to be coordinated to allow you to build and use your wealth purposefully.At Johnson Wealth Management, we ensure that your cash flow plan considers planning for retirement, change of career, education funding, major purchases, and potential future life changes such as marriage, sale of a business, or inheritance.SOLUTIONSCash flow planningDebt analysis & structuringEducation fundingRetirement planningStock option analysis & planning Wealth Transfer Planning Your wealth doesn’t just represent security, freedom, and opportunity for you. It offers that for your family as well. And the time comes when you must look to the future and determine how you want your wealth to impact your family, your community, and society as a whole. At Johnson Wealth Management, we provide comprehensive services to ensure that you leave a mark as unique as your signature. We work with you to craft an estate plan that articulates your wishes, protects your family, minimizes your taxes, and preserves your legacy for future generations.SOLUTIONSEstate & legacy planningEstate & trust planningFamily wealth counseling & facilitation of family meetingsFamily business consulting Special needs planningStrategic philanthropy Summit Brokerage Services, Inc., its affiliates and Johnson Consulting Group do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.