Our Services

PWJohnson Wealth Management provides comprehensive financial planning and management services including the following.

• Investment Management
  
• Retirement Planning
  
• College Funding Advice
  
• Stock Option Strategies
• Insurance Analysis
• Estate Planning Assistance
• Evaluating Tax Strategies

Independent and Objective Advice

• We make recommendations exclusively for the benefit of our clients. We are a fee-only service--there is no sales pressure or bias towards proprietary investment products.
  
• Our advisors personalize our activities to our clients’ specific financial goals and risk tolerance.
  
• We help our clients avoid common investor pitfalls such as timing the market, allowing emotions to govern investment decisions, thinking short-term, and disregarding the need for diversification within holdings.

Comprehensive Ongoing Service

• We have expertise in and offer advice on all aspects of financial planning, not just one or two areas such as retirement.
  
• We actively and regularly monitor our clients’ financial plans and portfolios.
  
• We keep our clients informed of the latest changes in tax law and assess the impact on their financial plans.

Access to Premium Financial Products

• We provide our clients access to institutional mutual funds not available to retail investors.
  
• We utilize institutional market research and investment tools from top investment information services, enabling us to better educate clients on market conditions and to respond appropriately to market changes.