Financial Services

Free Consultations
Locally Owned
Certified Financial Planner on Staff

Free Consultations | Certified Financial Planner

(847) 980-7746 (773) 867-8665

Do You Want More Clarity Regarding Your Investments?

Johnson Private Wealth Management is a Registered Investment Adviser (RIA), a firm engaged in the investment advisory and financial services business. We offer individuals and families the following advisory services¹:

Financial planning
Retirement planning
Long term investment planning
Trust account investment management
Sustainable investing
Portfolio sustainability scorecard²
IRAs

401k rollovers
529 and college savings
403b and 457 rollovers
Fixed income portfolios³
Municipal bond portfolios³
Conservative, moderate, and aggressive allocations

33 S Gulfstream #804

Sarasota, Fl 34236

820 E Terra Cotta Ave #142

Crystal Lake, IL 60014

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Johnson Private Wealth Management (“JPWM”) is a registered investment adviser located in Chicago, Illinois. JPWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. JPWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of JPWM’s web site on the Internet should not be construed by any consumer and / or prospective client as JPWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by JPWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of JPWM, please contact the state securities regulators for those states in which JPWM maintains a registration filing. A copy of JPWM’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from JPWM upon written request. JPWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JPWM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and / or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to JPWM’s web site, the client and / or prospective client acknowledges and understands that the information resulting from the use of any such calculator / device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RIA, or from any other investment professional.

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Financial Services

Free Consultations
Locally Owned
Certified Financial Planner on Staff

Free Consultations | Certified Financial Planner

(847) 980-7746 (773) 867-8665

Do You Want More Clarity Regarding Your Investments?

HOURS

HOURS

CONTACT US

Financial Services

Free ConsultationsLocally OwnedCertified Financial Planner on Staff

Free Consultations | Certified Financial Planner

(847) 980-7746 (773) 867-8665

Do You Want More Clarity Regarding Your Investments?

HOURS

HOURS

CONTACT US

Free Consultations
Locally Owned
Certified Financial Planner on Staff