Johnson Wealth Advisors

Johnson Wealth Advisors is a Financial Planner in Lakewood, WA. The firm specializes in retirement income strategies, life insurance, and employer-sponsored plans including 401k, 403b, and SIMPLE IRA options for high-net-worth individuals, families, and small businesses. It serves clients with goals such as tax-smart retirement, protecting family and business assets, and setting up tax-efficient transitions of assets to the next generation. The practice holds a 5.00 rating based on customer reviews.

Elwis Johnson, AAMS®, is the Financial Advisor who sets the strategy, researches options, and vets partners for investment management, insurance, and retirement services. The firm opened its doors on March 20th, 2023, though its history began earlier when Johnson became licensed for investments in 2014 while working in various banks in the Puget Sound area. He initially focused on helping business owners grow through lending before broadening his focus in 2017 to encompass comprehensive wealth management solutions for families. The team brings over 100 years of collective experience.

The firm offers personalized, hands-on service designed to educate clients about financial concepts and products. Services include investment management to build diversified portfolios aligned with financial goals and risk tolerance, tax planning to minimize liabilities through strategies like tax-loss harvesting and charitable giving, and estate planning to protect assets. The firm also provides a free annuity review for existing annuities or quotes for new purchases. It works with businesses using tools such as money market funds for reserves and 401k safe harbor plans to provide employee benefits and reduce tax liability for owners. The firm has no minimums to work with clients.

Customers have given Johnson Wealth Advisors a positive rating, reflecting the trust placed in its retirement and wealth management services. The firm stands among the strongest in its category locally by offering no minimums and focusing on honest, transparent relationships rooted in helping families and businesses leave a legacy of prosperity.

Johnson Wealth Advisors combines its specialized expertise in retirement income strategies and tax-efficient wealth management with a commitment to serving the Lakewood community, helping residents secure their financial futures.

Johnson Wealth Advisors is located on Steilacoom Blvd SW in Lakewood, WA, near Lochburn Middle School and The Lexington neighborhood. The office is also close to the Lakewood Community Center and Crystal Oaks.

BizScoreAI gives the business a Technical score of 85 out of 100, which means the website is secure and easy for search engines to read. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.