How We Work

At Johnson Wealth Management, we believe in the power of individual choice. After all, it was that same power that founded our firm!

When you go to a financial professional with a famous Wall Street name, you don't necessarily get that power of choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by the big corporation. And people who don't know you choose products for you. Moreover, they often impose sales quotas on the financial professional who is helping you. In other words, your investment choices are often limited choices, and there may even be hidden agendas.

We don't think that's the right way to do business. On the contrary, we conduct our business based on these key concepts:
  • We care for our clients the way we, ourselves, would want to be cared for. We built Johnson Wealth Management to be the kind of place where we would want to be clients—if we didn't already work here! We would want to be respected, informed, and heard, and we don't expect our clients to demand anything less.
  • We know our clients and their goals. Investing is more than just a numbers game. There's emotion involved as well. Different people assign different values to money and approach investing for their own personal reasons. The so-called best investments aren't necessarily the best for everyone. When you first meet with us, we'll ask you a lot of questions so we can learn about you as a person, and then we'll tailor your investments accordingly. We strive to be just as excited about your dreams as you are.
  • We treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that the people here are friendly. Down to earth. Good listeners. Having been in the business a long time, we've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). Because of that perspective, we can help keep you on an even keel through the ups and downs.
  • We empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to help you sleep easily at night.
  • We practice time-tested financial approaches. At Johnson Wealth Management,  we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance to help reduce your worry.