Willis Johnson & Associates | Houston Based Wealth Management Firm

STRATEGICWEALTHMANAGERS

Willis Johnson & Associates 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.

Understanding You!

His cowboy boots always matched his corporate uniform…a suit and tie. Early in our continuously planning relationship, we learned of his desire to own a working cattle ranch.

Thus, the unique footwear served as a constant reminder of his ultimate destination. He has now traded in his corporate uniform for jeans, a work shirt and, of course, cowboy boots!

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Understanding You!

A client of ours received an unexpected call. His company was downsizing. When he got the news he felt overwhelmed. He didn’t know how to move forward. We were his very next call!

He needed adjustments to guide him around the detour and soon he got back on track.

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Understanding You

A client of ours spent a tremendous amount of time planning each move in his career while climbing the corporate ladder. He wishes he would have started a little earlier in understanding how to take advantage of all the benefits his company had to offer.

He’s not going to let his kids make the same mistake.

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Understanding You

A photo of my client with his extended family and a Rice Krispies Treat in the shape of a very recognizable mouse was on my desk when I arrived at the office early one morning.

The note from my long-time client, now retired from corporate America, simply said, “Thanks!”

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Understanding You

After convincing one of our clients, a corporate business professional, that it was time to start enjoying life, he booked a grand family vacation. This was a huge cause for concern for his daughter — she assumed that he was dying because they never vacationed as a family in the past.

Our client wanted to put his daughter’s concerns at ease, so he made sure that family memories became a part of the legacy that he was going to leave.

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Understanding You

One of our busy, corporate professionals wanted to focus her time outside of the office on her passions, not benefits designations and financial matters. She loved photography and she loved watching her son play soccer even more.

You should see some of the amazing pictures that she has taken of her son and college teammates enjoying the game they love. She was able to focus her time on her family, knowing her financial matters were taken care of.

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Understanding You!

The son of one of my clients, a corporate business executive, loved playing his guitar. My client loved to hear him play while he was in his room.

He calls that his fondest memory!

We take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life.

Schedule a Conversation

Employee Benefits Expertise

Every day we meet with corporate executives who have complex company benefits that are difficult to understand. The majority of our clients do not read their company's benefit book, but we do, and we understand how to take advantage of all that your company offers in the most tax efficient manner.

Read more
Financial Planning Insight

Our clients come to us in various stages of their lives. Whether it’s planning for retirement, college, or the next generation, we take the time to understand our clients’ current situations and guide them through life’s journey.
Read more
The Emotional Elements

We believe that the emotional elements of your life play a vital role in designing and implementing a thorough financial plan. We pride ourselves on our ability to listen and identify the motivating factors behind each of your goals. WJA’s mission is to counsel you and provide realistic solutions. Whether it's caring for elderly parents or paying for college or a wedding, we are here to continuously plan and help make your dreams and needs a reality.
Read more

The ARC of Life

We use a customized planning methodology, based on the various stages in the ARC of life, which enables us to carefully identify your passion and create a personalized roadmap that allows us to accompany you on your journey.

Click Here to learn more about Our Planning Process.

Our Investment Philosophy

We guide our clients through the process of transitioning from accumulating assets to repositioning those assets for retirement. Our goal is to hit your long-term objectives with an asset allocation that is appropriate for your journey.

Click Here to learn more about Our Investment Philosophy.

Meet Your Team

Our diverse backgrounds, talents, and keen understanding of the ever-changing financial landscape allow us to help you shape a better future for you and your family.

Check the background of these investment professionals on FINRA's BrokerCheck.

Allow Us to Accompany You on Your Journey