Willis Johnson Wealth

Investment ManagementTexas, United States51-200 Employees

We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex financial lives. 

Our advisors provide consultative guidance, education, and implementation so you have confidence in where you are going. We offer holistic financial planning, as well as in-house tax preparation, to ensure that our clients and their families are empowered to make the best decisions to reach their goals each and every day.

In response to the overwhelming need for trustworthy financial guidance for energy professionals, our team has developed specialized expertise in:

- Compensation packages & benefits for energy professionals, including pensions, LTIPs, 401(k) planning, and deferred compensation options
- Tax preparation, planning, and filing for corporate professionals at every stage in their career to minimize taxes over their lifetime
- Stock compensation structures, diversification strategies, and tax implications
- Foreign filing considerations and compliance for expats and U.S. green card holders working for Fortune 500 energy companies

Our deep knowledge across these areas helps you keep more of what's yours without leaving anything on the table.

We proudly manage over $1 Billion in assets for clients across the country by focusing our efforts on giving our clients quality advice in their best interests. 

In all we do, we focus on keeping things simple. Whether it’s simplifying your personal financial situation, or wondering if we’re the right advisor for you, we take our fiduciary obligation to heart and focus on what’s best for you.  With WJA, there are no product sales, no hidden fees, and no commissions; it’s simply great advice with your best interest in mind.

If you are looking for trustworthy financial guidance, please contact us today. We would be happy to discuss your specific needs and goals.

https://www.wjohnsonassociates.com/resources/contact-us/

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