The Johnson Group - RBC Wealth Management - Personal financial services

Custom wealth plans that reflect your family’s values and goals
Review of your investments to help you grow your portfolio with confidence
Creation of a family budget and savings plan that supports the future you want
Personalized education savings strategy, including options like 529 plans and custodial accounts
Insurance coverage review including life and long-term care solutions that protect the people you love most
Legacy planning to maximize future generation impact

Portfolio management by caring, highly qualified professionals (CFP®, CIMA®, CEPA®)
Analysis of stock options and guidance in deferred-compensation decisions
Access to RBC’s bond desk offering high-quality, tax-advantaged local bonds
Customized investment solutions—including thoughtful use of leverage—designed around your goals
Consideration of your outside accounts so your overall portfolio is structured to help meet your goals

Annual assessment of a long-term retirement plan that grows with you
Your retirement portfolios are professionally managed and monitored
Clear, helpful guidance on your employer retirement plans (401k, 403b, 457)
Design of a stable, sustainable cash-flow plan to support your lifestyle through every stage of retirement
Organized required minimum distributions
Educational events empowering you to make confident decisions

Trust and estate-planning support to honor your wishes, care for loved ones (including special-needs family members).
We help you move from financial success to meaningful significance—ensuring your legacy supports the people and causes you care about
Coordination with your tax and legal advisors
Complimentary trust review and consultation

Warm, personal annual review meetings and check-ins throughout the year
Easy online access for viewing portfolios, adjusting your wealth plan, paying bills, and reviewing research
Straightforward electronic funds transfers for investments and income
Virtual meeting options for when life gets busy

Contact us today to learn more about our personalized wealth management services and how we can help you achieve your goals.