Willis Johnson Wealth

Willis Johnson Wealth Willis Johnson Wealth is a wealth management firm that specializes in helping corporate professionals with their financial planning needs.

Our thorough understanding of the transitions in your corporate life allows us to appreciate where you have been and assist with where you are headed. Our mission is to accompany you on your financial journey by continuously planning during the various stages of your corporate life and beyond. Our unique and tailored methodology allows us to craft a financial plan and investment approach to help s

hape a better future for you and your family. www.wjohnsonwealth.com

Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Additional advisory services offered through Willis Johnson Wealth, a registered investment advisor not affiliated with FSC Securities Corporation. For additional information about FINRA/SIPC, please visit their websites:
http://www.finra.org/
http://www.sipc.org/

Your final day at Dow can have more impact on your long-term wealth than decades on the job.If you are considering retir...
07/16/2026

Your final day at Dow can have more impact on your long-term wealth than decades on the job.

If you are considering retirement, severance, or leaving in the next 6–24 months, the timing of your exit can affect pension elections, deferred compensation, healthcare before Medicare, tax stacking, and how your retirement income comes together.

Our Sr. Wealth Manager, Jeff Riley, CLU®, CFP®, will cover planning strategies Dow professionals may want to review before making a move.

Join us on Thursday, July 23rd at 12PM CT: https://hubs.ly/Q04plz8s0

07/14/2026

You can make $200K+ a year and still lose ground by chasing the wrong investing moves.

For high-income earners, the biggest problem is not usually effort. It is getting too fancy, reacting to noise, and missing how behavior, taxes, and timing decisions work together over time.

In this conversation with our CEO and CIO, Nick Johnson, CFA®, CFP®, and Massiel Diez and Jamie Elrod from Flipping The Barrel, we get into why the boring basics can outperform the moves that feel smarter in the moment, and why having the right perspective matters most when markets get uncomfortable.

You can find the full conversation here under the On-Demand section when you hover and click Investments & Cryptocurrency: https://hubs.ly/Q04pl2GG0

FTB is not a client of WJW and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJW. FTB's comments may not be representative of any other person's experiences.

07/09/2026

Shell professionals may be able to save over $80,000 in tax-efficient ways in 2026 by making more informed decisions around their benefits.

Join us today at 12 PM CT for a webinar with our Shell benefit specialist, Brandon Young, CFP®, focused on strategies such as maximizing your Provident Fund 401(k), using backdoor Roth contributions, optimizing the Shell GESPP, and reducing the tax impact of pension and excess benefit plan payouts.

If you want a clearer understanding of how these benefits may fit into your broader retirement and tax planning, we invite you to register here: https://hubs.li/Q04nCMHb0

07/07/2026

“I don’t know about you, but I’m constantly asking: where is my money actually going?”

Jamie Elrod sat down with Alexis Long, MBA, CFP® from Willis Johnson Wealth the other week to figure it out.

We focused on high earners ($200K+), but the real question was simpler—how do you make sure your money is working for you, not against you?

We broke down tax incentives, investment strategies, Roth IRAs...

But the thing still sitting with Jamie Elrod? You might have too much tied up in your employer. DSPP, 401(k), long-term incentives—it all looks diversified, but it’s actually one bet.

If you missed it, the replay is worth your time. Link below.

https://lnkd.in/gsRpvdMY

Massiel Diez Jeff Hund Cecilia Gomez Vivian C.

07/07/2026

Chevron professionals may be able to save over $80,000 in the ESIP in 2026, and for some, the broader opportunity for tax-preferential retirement savings may be even higher.

On Thursday, July 9 at 12 PM CT, we’re hosting a webinar focused on savings strategies for Chevron executives, including how contribution limits, backdoor Roth opportunities, and other planning considerations may work together inside the Chevron 401(k) ESIP.

For those who have not taken a close look at these numbers recently, there may be more room to optimize than expected. Register here: https://hubs.li/Q04nCD670

07/02/2026

Savings start with understanding which options you have and how they work together.

If you have questions about whether you are saving enough for retirement, which savings strategies may fit your situation, or how BP benefits can affect your taxes over time, this webinar is designed to bring more clarity to those decisions.

Join us on Thursday, July 9, at 12 PM CT for a webinar covering 5 tax-efficient ways BP professionals may be able to save over $80,000 in 2026, including how to maximize the BP Employee Savings Plan, evaluate backdoor Roth opportunities, understand pension and Excess Benefit Plan tax considerations, review NUA where applicable, and coordinate these choices more effectively within your broader financial plan.

Register here: https://hubs.li/Q04mY_bt0

Turns out, nine holes were all it took. ⛳ We were honored to sponsor and attend the Flipping The Barrel Summer Tee Off ...
06/30/2026

Turns out, nine holes were all it took. ⛳

We were honored to sponsor and attend the Flipping The Barrel Summer Tee Off alongside so many professionals from across the energy industry.

One of our favorite parts of the day was seeing an environment where everyone felt welcome to step onto the course, ask questions, and enjoy the game without judgment. That’s the kind of environment we believe helps people feel confident, whether they’re learning a new sport or making important financial decisions.

A big thank you to Chevron, Massiel Diez and Jamie Elrod for such a meaningful event that brought people together while supporting a great cause. In case you missed it: In a single day, the Chevron Challenge raised $11,000 for LPGA*USGA Girls Golf, an organization that empowers young girls through the game of golf.

We’re grateful to everyone who spent time with our team, and we’re already looking forward to the next event!

FTB is not a client of WJW and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJW. FTB's comments may not be representative of any other person's experiences.

Please help us welcome some of the newest faces at Willis Johnson Wealth.We recently enjoyed a great evening at Rustic, ...
06/26/2026

Please help us welcome some of the newest faces at Willis Johnson Wealth.

We recently enjoyed a great evening at Rustic, getting everyone together, making new connections, and celebrating the people who have joined our team recently.

Welcome to WJW!

Many Shell professionals don’t start searching for financial answers until something changes.Maybe retirement is getting...
06/24/2026

Many Shell professionals don’t start searching for financial answers until something changes.

Maybe retirement is getting closer, markets have become more volatile, your compensation has grown more complex, or you’re simply wondering if there’s something you should be doing differently.

Our resource library covers many of the questions we hear most often from Shell professionals, retirees, and high-income families.

Explore the latest insights: https://hubs.li/Q04mq9Fq0

BP's recent leadership changes have sparked a lot of discussion about the company's future direction.For employees, mome...
06/18/2026

BP's recent leadership changes have sparked a lot of discussion about the company's future direction.

For employees, moments like this often raise a different set of questions:

- What happens to my compensation?
- What happens to my benefits?
- Should I be making any changes right now?

While leadership transitions do not automatically change your financial plan, they can be a good reminder to revisit the parts of your benefits package that may have a meaningful impact on long-term wealth building.

We've compiled several BP-specific resources covering retirement planning, pension decisions, stock compensation, and tax planning considerations for BP professionals.

Explore your BP resources here: https://hubs.li/Q04lyRY20

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5847 San Felipe, Suite 1500
Houston, TX
77057

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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