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.
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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.
In June: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.