As an independent practice, Johnson Stivender Wealth Advisors can offer a wide range of strategies and services that meet your financial best interests. We have a team of experienced financial professionals committed to helping you manage and preserve your wealth, so you can look forward to the future with confidence.
With locally accessible offices, Johnson Stivender Wealth Advisors provides hands-on service that you can count on when you need it. Its leadership and staff are dedicated to providing on-going financial services to you and your family – and they always have time to listen and learn about your concerns.
Today's Financial Advisor is asked to wear many hats. In all honesty, the sheer number of duties that are placed on a financial advisor are enormous. They need to wear the hat of investment manager, client service manager, financial planner, new business prospector, and marketing director. And, as time goes on the duties get longer and the hours in the day get shorter.
What some advisors fail to inform you is that what suffers is often that of investment manager. Typically, once they get your business, the management philosophy of "set it and forget it" may take over. This is true not because they don't want to help you, but they simply don't have the time. At Johnson Stivender Wealth Advisors, we believe that a ongoing team approach to asset management allows us to know what is going on and why. Each advisor is assigned a different role on our Investment Committee ranging from internatonal markets, fixed income, U.S. equities, currencies, or emerging markets. AND, we conduct ongoing investment committee meetings to discuss the what, when, why, and how of the markets. So, go ahead and test us, we'll not only tell you what, but probably the why and how as well.
International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
