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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 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/

09/01/2026

It was kind of a big dill: our team recently got together PKL Social for pickleball and happy hour.

The competition was spirited, the connections were meaningful, and "one more game" kept turning into several.

Thank you to our social committee team, Karlee, Sara, Emma, and Cameron, for making this event happen. We are excited for our next one!

08/27/2026

A $3M+ portfolio can open the door to new investment opportunities, but do you know how to separate a genuine opportunity from an expensive mistake?

Private equity, private credit, and real assets can create new opportunities beyond the S&P 500. But the trade-offs around liquidity, lock-ups, fees, leverage, and manager selection can matter just as much as the potential return.

Join Stella Hoover, CFA®, Private Markets Investment Analyst at Willis Johnson Wealth, for a closer look at how sophisticated investors evaluate these opportunities and how private investments may fit within a broader investment strategy.

Register here: https://hubs.li/Q04tVTyz0

08/25/2026

The $1,000 Trump Account is being called the biggest federal savings boost for kids in a generation, but families who miss the fine print could make costly mistakes.

What looks like a simple government-funded head start can raise complex questions about eligibility, contributions, taxes, and withdrawals.

It may not be the right fit for every family, or the only strategy worth considering. In this video, Mitchell LeRoy, CFP®, Wealth Manager at Willis Johnson Wealth, explains how Trump Accounts work, how they compare with 529 plans, and what families should consider before making a decision.

Watch now for the clarity to make a more informed choice for your family’s financial future: https://hubs.li/Q04twK3r0

08/20/2026

The most valuable investment you make this week might not be in the market. It might be buying back one hour of your time.

If you’re balancing a demanding career, children, aging parents, and a home that always needs attention, doing everything yourself can seem financially responsible.

But what is that time costing you?

On The Massiel Diez Show, Nick Johnson, CFA®, CFP®, shares why high earners should consider their hourly value before taking on every low-value task, and how thoughtful spending can create more room for the people and priorities that matter most.

Watch the full conversation:

YouTube: https://hubs.li/Q04tm6M30
Spotify: https://hubs.li/Q04tlW_80

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.

08/18/2026

If you’re building or reviewing an investment strategy, understanding what matters amidst the noise can help you make more informed decisions about your portfolio.

- Mega-cap technology is losing ground to small caps and international markets.
- AI spending is fueling record corporate debt.
- Earnings are growing even as valuations cool.

Join Nick Johnson, CFA®, CFP®, CEO & CIO of Willis Johnson Wealth, for our quarterly Stock Market Update & Investment Strategies webinar on Thursday, August 20, at 12 PM CT. He'll discuss what's moving the markets, what strategies should be top of mind, and what to think about as we move into the later parts of the year.

Reserve your spot: https://hubs.li/Q04tlYgy0

08/13/2026

With only 4.92% of advisory firms operating as independent fiduciaries, what should you be asking before trusting someone with your financial future?

Many people aren't sure where to start.

The difference often comes down to these 5 questions about planning depth, credentials, fiduciary alignment, hidden costs, and tax strategy.

This checklist helps you start the conversation with more clarity before you decide who should guide your financial future: https://hubs.li/Q04sGPh00

08/11/2026

Restructuring at Shell can force big financial decisions on a very short timeline.

If a severance package is on the table, there are a few critical details that can have a much bigger impact than most people realize, from timing decisions to benefit opportunities that may not be there for long.

That’s exactly why we put together this Shell Severance Checklist. Get a clearer way to think through what to review before making any moves. Download it here: https://hubs.li/Q04rK_-Q0

08/04/2026

Every quarter brings a new headline. That doesn’t mean you need a new investment strategy.

Just a few months ago, many investors were preparing for a recession. Today, markets are reaching new highs despite continued geopolitical tensions and economic uncertainty.

So what’s actually changed? And more importantly, what should investors be paying attention to now?

Join Nick Johnson, CFA®, CFP®, CEO & CIO of Willis Johnson Wealth, for our Q3 2026 Quarterly Market Update as he cuts through the headlines, including AI, separates signal from noise, and shares the trends shaping the investment landscape heading into the rest of the year.

Reserve your spot today: https://hubs.li/Q04rLQjd0

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

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

Website

http://www.wjohnsonwealth.com/

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