WHAT WE DO
At The Johnston Group, we believe that developing intimate, personal relationships with clients is the foundation for meaningful financial planning. Through our own in-house process, Wealthcare360, we develop a financial decision-making framework -- customized for you and your families' unique needs -- to empower you to more purposefully pursue and secure your most important goals, needs, and dreams.
The Family Office platform provides comprehensive financial planning and wealth management services for busy professionals, high net-worth individuals, and families seeking to align their decision-making with their most important life goals. Through a series of meetings, clients articulate their vision, which our team then puts into practice. Going forward, we act as a personal board of advisors, providing ongoing advice and access to counsel.
The Foundations platform is designed for young professionals and new investors seeking education, organization, and a strong foundation for pursuing their financial goals. The platform provides low-cost, tax-efficient investment vehicles to execute the personalized savings and investment strategies developed through the process. Ideal clients are growth-oriented and intentional about their purpose for seeking financial advice.