• The Next Quarter Century

    Helping you maintain and grow your wealth isn't defined by a product or service we offer, it's simply who we are. When our founder, Sam Johnson, talked about planning for the next quarter, he always meant the next quarter century. That same long term focus continues to guide us in our mission to help you plan for the next generation.

  • Our Approach

    Our approach to wealth management puts you at the center of everything. Our proactive advisors will work hard to understand your needs and coordinate an aligned strategy by looking at all aspects of your finances. But more than that, we deliver unbiased, independent advice and a highly-personalized level of service that make the most of your time and money.

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Products & Services

Value Added Services

longtermcare

Long-Term Care Insurance

Have you thought about what would happen if you ever developed a chronic illness or disability that leaves you unable to care for yourself for an extended period of time? Our advisors can ensure you are properly covered, giving you total peace of mind.

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Financial Planning

Developing a financial plan takes true collaboration. Our advisors will partner with you to understand your needs and help you clearly define your goals to create a solid foundation for a comprehensive financial plan.

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Brokerage

Your money is a tool to achieve all of your dreams. Your investments should help improve your life and the lives of those around you. Johnson Investment Services provides access to a full line of investment choices to help grow your portfolio, establish a legacy for your loved ones, or support the charities that are important to you.

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