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Your First Meeting

Client Centered

In order to open an account at Johnson Wealth Management we consider a variety of factors: your financial health, goals, and plans; whether your present and future investable assets meet our minimums; and if our values align with yours to equip you to live and leave a legacy.

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.