Our Story

Johnson Wealth Management is a long-term financial planning firm serving a core niche of high net worth individuals. Verrado resident David Johnson leads the charge as Founder and President, overseeing the Arizona and California offices.

“We maintain a portfolio of 300+ key clients who have worked very hard to create their wealth. They desire a financial adviser to empower their lifestyle to live and leave a legacy,” he said. Opening offices in northern California nearly 30 years ago, Johnson admits that his own good fortune is innately linked to his residence in Verrado, where his three daughters and their families with nine grandchildren all live within walking distance of each other.

When asked about volatility in the markets, Johnson is eager to share his philosophy. “I’m a student of historical pasts. I still have newspapers from the crash of 1929 and 1987 as well as the financial crisis of 2007-2009. That continuum is 25+ years, and key to why you don’t panic during down cycles,” Johnson said. “The pendulum, historically, always swings back.”

Faith is another cornerstone of Johnson’s life. He’s an ordained minister who volunteers at an inner city church in downtown Phoenix. “I’m somewhat of an anomaly among financial advisors, because I’m also called upon to perform weddings and funerals for close friends and clients,” he admits.

Johnson holds the professional designation of Registered Financial Consultant (RFC), Graduate Estate Planning Consultant (GEPC), and Certified Estate Advisor (CEA), carrying Series 24, 7, 63, 65 licenses, as well as insurance licenses for Accident/Health Agent, Life Agent and Variable Life/Variable Annuities.