Willis Johnson Wealth

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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 shape 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/

In 1996, 60% of Americans over 50 had a will in place. By 2024, that number had dropped to 50%.In our experience, the tw...
10/22/2026

In 1996, 60% of Americans over 50 had a will in place. By 2024, that number had dropped to 50%.

In our experience, the two most common reasons people skip estate planning are assuming they will get to it later or believing it only matters if you are wealthy. The gap between having a plan and not having one shows up most clearly when something unexpected happens, and your family is left making decisions you never documented.

This checklist walks through each step so you can start the conversation with your attorney and your advisor from a more informed position. You can grab your copy here: https://hubs.li/Q04BZ3470

Dow professionals with RSUs can end up paying far more tax than necessary if they miss one detail when they sell those s...
10/20/2026

Dow professionals with RSUs can end up paying far more tax than necessary if they miss one detail when they sell those shares.

This blog explains how double taxation happens, why a $0 cost basis on Form 1099-B can be misleading, and what to review before that mistake becomes expensive.

If you have company stock compensation through Dow, this is a valuable read before filing or amending a return: https://hubs.li/Q04zG6k50

10/15/2026

Some high earners become so focused on building wealth that they sometimes forget to stop and ask themselves whether their money is supporting the life they actually want.

That mindset can create hesitation even when the numbers say a decision is affordable. A larger home, a lifestyle change, or a family priority can feel harder than it should because the habit of saving becomes the goal instead of the tool.

Watch the full conversation:
YouTube: https://hubs.li/Q04yzBVw0
Spotify: https://hubs.li/Q04yzBQP0

Disclosures: Willis Johnson Wealth is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Midnight Marketing and Massiel Diez are not clients of WJW. They were not compensated for their opinion. Comments made may not be representative of any other person’s experience and is not a guarantee of future results.

A sneak peek into our upcoming episode with Alexis Long CFP®, Managing Director of Wealth Management at Willis Johnson W...
10/13/2026

A sneak peek into our upcoming episode with Alexis Long CFP®, Managing Director of Wealth Management at Willis Johnson Wealth .

We sat down with her to talk about the intersection of career decisions and financial strategy. Alexis built her career from the ground up, from operations to the C-suite, and now she advises energy professionals on how to translate professional success into long-term stability.

Stay tuned. This is one you will want to share with a colleague who needs to hear it.

Some of the biggest improvements in a portfolio do not come from predicting the market. They come from paying attention ...
10/13/2026

Some of the biggest improvements in a portfolio do not come from predicting the market. They come from paying attention to the costs you can actually control.

In the latest edition of Markets, Measured, our Investment Portfolio Manager, Bob Lowerre, AIF ®, explores how investment fees can quietly erode long-term growth and why reviewing portfolio expenses deserves more attention than many investors give it.

If you have not looked closely at what fees may be costing over time, this piece is worth reading.

Read the full article here: https://hubs.li/Q04yLLmy0

A $2M portfolio can still lose ground to hidden tax inefficiencies, even when you have been highly disciplined in buildi...
10/08/2026

A $2M portfolio can still lose ground to hidden tax inefficiencies, even when you have been highly disciplined in building it.

The greater opportunity is making sure asset location, tax-loss harvesting, rebalancing, and withdrawal decisions are working together so more of what you have built stays working for you.

Our E-book, "The Hidden Tax Gaps in Your Investment Strategy", highlights overlooked areas that can reduce long-term after-tax outcomes and why coordinated tax-efficient planning matters.

Get your copy here: https://hubs.li/Q04yzBzq0

Kind words from clients and thoughtful feedback are never something we take lightly.For many families, financial decisio...
10/06/2026

Kind words from clients and thoughtful feedback are never something we take lightly.

For many families, financial decisions are easier to navigate when financial planning, investments, and tax considerations are not handled in separate silos. That is one reason our team approach matters.

When clients work with multiple specialists across financial planning, investment guidance, and tax services, they can move through important decisions with more coordination, more clarity, and a better overall experience.

If you are looking for a more coordinated and thoughtful planning experience, we invite you to schedule a complimentary consultation with our team: https://hubs.li/Q04yzB6g0

Big things are in the works at Willis Johnson Wealth, and an exciting new chapter is taking shape.We are looking ahead w...
10/01/2026

Big things are in the works at Willis Johnson Wealth, and an exciting new chapter is taking shape.

We are looking ahead with gratitude and anticipation for what is coming and what it will allow us to do even better for the people we serve.

This next chapter reflects our commitment to thoughtful guidance, deeper relationships, and a client-centered experience built on clarity, trust, and care. We are grateful for how far our clients have trusted us to come, and we are excited for what lies ahead.

Learn more about Willis Johnson Wealth: https://hubs.li/Q04ygL2N0

The costliest BP retirement mistakes often happen before anyone realizes the window to plan is closing.Tax exposure, pen...
09/29/2026

The costliest BP retirement mistakes often happen before anyone realizes the window to plan is closing.

Tax exposure, pension timing, restricted stock units, bonus payouts, severance, and non-qualified plan elections can all collide in the year you leave.

When those decisions are not coordinated, the result can be less flexibility and more money lost to avoidable mistakes.

Register for our upcoming webinar that breaks down key decisions BP professionals should review before choosing a retirement date: https://hubs.li/Q04yglWz0

09/24/2026

Leaving a company this year, expecting severance, nearing retirement, or saving diligently without a clear plan can create costly decisions at exactly the wrong time.

They can shape your tax picture, retirement timeline, pension choices, investment strategy, and how well your employer benefits support your long-term goals.

At WJW, we work with oil and gas professionals, including BP, Chevron, Dow, and Shell, to help bring clarity to complex decisions and coordinate each moving part into a more thoughtful financial plan.

Request a complimentary consultation with our team to get answers to your financial questions and plan ahead: https://hubs.li/Q04xv8HR0

Address

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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