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Wealth Planning

Our wealth planning services are tailored to help you achieve your financial goals and ensure a secure, prosperous future.

A man and woman are sitting on a balcony overlooking the ocean, both raising a glass of white wine to each other. The woman is laughing while the man is looking away from the camera. A bottle of wine sits in a bucket on a small table beside them.

Start planning for the life you want to live

Your future is filled with endless possibilities and it begins with a plan tailored just for you. At Johnson Financial Group, our advisors are committed to understanding your unique dreams and aspirations. We're here to guide you through the wealth planning process, no matter where you’re at on your journey. Speak with one of our advisors today to start cultivating a future that reflects your vision.

Customized solutions based on your unique financial story

Whether you're looking to invest your money, build a financial plan or prepare for retirement, our advisors can help you create a story that grows, manages and protects your wealth for future generations.

  • I built my veterinary practice by making relationships a priority. Of utmost importance was our financial and banking relationship.  I found an exceptional partner and advisor in our commercial banking lending team at Johnson Financial Group. They took time to learn the business and approached the advisory role as if they were looking out for the best interests of The Animal House, almost as if it were their own entity. They tailored their approach to align with my personality and work style. This is the essence of what Johnson Financial Group brings to the relationship, respect for the client and integrity in business dealings.

    Dr. Pat Warpinski

    Private Banking and Wealth Client, Green Bay

  • In Minneapolis, we did our banking with a very large institution. There were no personal ties. When we came to Madison, we met with a Johnson Financial Group banker who knew our names and learned about our situation and our goals. We started with private banking and quickly added mortgage and wealth management. Many years later, when my job was eliminated, the Johnson Financial Group team was right there to work through financial scenarios, which gave us confidence in our next steps. We recommend the JFG team for anyone seeking financial expertise on a first-name basis.

    Kelly C.

    Private Banking and Wealth Client, Madison

  • When we moved our accounts to Johnson Financial Group, I really noticed a culture shift. It didn’t feel corporate, rather it felt like we were working with neighbors and friends. Even though I’d had good banking relationships before, this was completely different. It’s been easy to work with JFG—I can’t emphasize that enough. Our approach has always been to find the best possible partners and lean into their advisory skill sets. This requires a high level of confidence and trust. We now have this financial team—across wealth management, banking and trusts—who we can call when we have a big decision to make. If you’re looking for a partner who’s truly going to look out for your best interests, look at JFG.

    Collette LaRue

    Private Banking and Wealth Client, Green Bay

  • What we had before, with a very large bank, was a purely transactional relationship. There, the basic wealth services were too templated, too cookie-cutter. But the concierge wealth services didn’t fit either— someone there told us, ‘You’re not really in my target audience but I’ll help you out.’ We don’t want either of those things. What we want is real partners watching out for us and that’s what we got at Johnson Financial Group. At JFG, we get advice from people who know us, designed for our wealth situation and our life stage.

    Lindsay F.

    Private Banking and Wealth Client, Madison

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Wealth Insights

Anisa Dunn in Your Money. Your Mission. Podcast

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