Your journey - Guided

The Mission: Guide clients to achieve the goals and experiences most meaningful them - and the people most important to them. 

Mission = DIMA

     -Discovery:  what is the end goal

     -Investments:  Construct a portfolio unique to every relationship 

     -Manage: Discretionary portfolio management, for qualified clients

     -Adapt:  Customized Wealth Planning: 

                       Wealth creation/building 

                       Retirement Income Planning/distribution 

                       Legacy Planning 

Primary relationship

     -Accredited Investor

     -Qualified Purchaser

     -Next Gen guidance (children, grandchildren, great grandchildren)  

 

Why us?

Deeply embedded in our daily routine is keeping family centered in our lives. The focus on family lends itself to sharing in goodwill throughout the communities we live and serve. Family and community give us the sense of purpose that drives us to other passions:

  • A love for the outdoors (specifically centered around water and woods) and many of the sports associated within them.
  • A passion to explore the globe; both near and far.
  • A gastronomical sense of adventure.
  • And the opportunity to serve others who’s plight may be less fortunate than ours.

We find working with like-minded individuals is the energy, passion and joy that drives us to work hard; and play harder.

Collaboration

We serve no single genre. For over 6 decades our clients represent: Corporate executives, musician, tradesmen, business owners, health care professionals, athletes, mothers, grandparents, endowments and great-grandchildren. We work with individuals and corporations that seek professional advice and embrace the collaborative approach to building, maintaining, preserving (and ultimately distributing) what they have worked so hard to amass. We admire the entrepreneurial spirit that resides in the vast majority of our clients and work tirelessly to help provide the benefits that may come from investing in the broader public (and private) markets.

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Latest Insights

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Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

Pleased to serve you in multiple locations

I am proud to be serving clients out of multiple offices. I invite you to contact us to set up a meeting in one of our convenient locations:

Stillwater, MN

350 Main St. N, Suite 106
Stillwater, MN 55082
651-430-5548

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253
480-609-8609

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Dean Johnson is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, GA, IA, IN, MA, MI, MN, MO, ND, NH, NJ, NY, OH, PA, SC, TX, WA, WI.

Dean Johnson, NMLS # 1587315 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.