Johnson Wealth Management | Sewickely, PA | Financial Advisors

Johnson Wealth Management

“Due to the close relationships we form with our clients, many of them have become friends of ours over the years and we consider them our second family. We love what we do because we are able to help those that we care about achieve their greatest dreams.” – Andrea Johnson

As a group, we make sure to understand our individual clients' goals and priorities before making investment recommendations. Once your goals have been established, we will use this information to determine any areas of issue or concern, identify opportunities and make recommendations to help you reach your goals.

Our Team

Johnson Wealth Management wants you to consider us as a trusted advisor among those professionals who will help guide you through your financial decision making processes. Earning that privilege requires hard work, extensive education, and the highest standards of integrity and professionalism. Our investment philosophy focuses on each individual's unique financial needs.The team of Johnson Wealth Management includes Andrea L. Johnson and C.J. Testarella. We invoke a professional philosophy which focuses on each individual’s unique financial needs. Because of the many investment choices and solutions available today, we research equities, mutual funds and other investment products to provide the right fit for each client.Johnson Wealth Management closely reviews our clients’ progress through in depth research in conjunction with technical and fundamental analysis. Meetings are scheduled regularly to share the findings. We also provide educational newsletters and informational articles on a variety of financial topics to keep our clients up to date on economic conditions. These factors combined with portfolio and financial plan reviews provide an ongoing, comprehensive approach designed to educate and direct clients to a sound and secure financial future. ... Read more. Read less.

Andrea L. Johnson-Robertson, AWMA®

Executive Vice President/Wealth Management, Financial Advisor

C.J. Testarella, AWMA®

Financial Advisor, AWMA®

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning

No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.

Events

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.