Who We Are
In 1963 Johnson Wealth Management was founded by Irving H. Johnson. Based in Green Bay Wisconsin Michael and Peter Johnson have risen to the occasion in the ever-changing financial industry to provide pivotal and cost saving tactics through retirement strategies and investment solutions to individuals and businesses alike.
Financial Advisor, Michael Johnson draws from over 30 years of advising experience at Johnson Wealth Management. A graduate from University of Whitewater Wisconsin and has always practiced fiduciary based advice.
Financial Advisor, Peter Johnson has 7 years of financial industry experience at fortune 500 investment firms which has ingrained the practice of putting the client first and a deep understanding of the financial needs of businesses and individuals. Peter is fully licensed with a series 7, 66 and 63 licenses.
Investment management services include the development of an overall investment strategy or plan. This plan is based on a financial analysis that incorporates the following factors:
- Assessment of the Client's Tolerance for Investment Risk
- Meaningful, Realistic Investment Objective
- Time Horizon or Duration of Investment
- Analysis of existing investment assets
- Income needs
- Tax consideration