At Johnson Private Wealth Management, we are dedicated to providing first class financial advisory services and to sustainable investments as a foundation for long term growth. We strive for clarity and communication throughout the investment process and believe in the long term positive impact of sustainable investing on society and on your portfolio.
JPWM is a financial services and investment advisory firm that offers:
² Full-Service Wealth Management clients receive a Risk Tolerance Assessment, Asset Allocation, Investment Policy Statement, Financial Planning services, and quarterly reviews. Clients invested in low cost ETF strategies receive a Risk Tolerance Assessment, Asset Allocation, and Investment Policy Statement, but do not receive a financial plan and have annual reviews, rather than quarterly reviews.
We have no minimums for our low cost ETF strategies and believe no matter how much money you have, it is important to you and deserves knowledgeable advisors and care.