Our customized portfolio management meets the objectives of each client individually. We don’t adhere to a one-size-fits-all model portfolio at Johnston & Associates, Inc. Each client’s unique goals, expectations and risk tolerance are balanced within the context of the overall long-term investment climate. This approach takes more time to construct and manage, but our goal is to help each client meet their individual objectives, not just gather assets for our firm. Our estate planning expertise has been refined over the past 35+ years of working with high-net-worth individuals and closely held business owners. We excel at developing sophisticated estate plans to address tax efficient generational wealth transfer, business succession planning, and other complex goals of our clients.
Portfolio Management, portfolio consulting, and estate planning can be complex in their implementation and execution. Our experienced team is dedicated to making clients comfortable with their decisions. We are always here to answer questions, discuss investments, or address your changing financial needs.