Gaschen Johnston & Associates

Our Vision

Johnston Wealth Management prioritizes open communication, personalized strategies, and long-term relationships to empower clients to achieve their financial goals. We believe financial planning should be a collaborative process, tailored to each individual's unique needs and aspirations.

Our Values

• Integrity: We uphold the highest ethical standards and maintain transparency in all our interactions.
• Client-centricity: Your financial goals are at the heart of everything we do.
• Collaboration: We work hand-in-hand with you to develop and implement successful financial strategies.
• Sustainability: We take a holistic approach to financial planning, considering the needs of future generations.

Our Expertise

We offer a comprehensive range of services to address your diverse financial needs, including:

Investment Management

• Comprehensive portfolio review and analysis
• Goal-driven investment strategies
• Responsible portfolio management
• Regular performance reporting and review

Retirement Planning

• Comprehensive retirement analysis
• Personalized savings and contribution strategies
• Post-retirement planning and distribution strategies
• Tax-efficient retirement planning

Estate Planning

• Development of a personalized estate plan
• Review and updating of existing estate documents
• Guidance on trusts, wills, and power of attorney

Insurance Review

• Comprehensive risk assessment
• Evaluation of current insurance coverage
• Recommendations for potential enhancements

Financial Planning

• Creation of a comprehensive financial plan that aligns with your goals
• Review of debts, investments, and assets
• Financial goal setting and prioritization

Our Team

Our team of experienced professionals possesses extensive knowledge and expertise in various financial disciplines. We are dedicated to working collaboratively to provide you with personalized and tailored guidance.

Our Commitment

Johnston Wealth Management is committed to building lasting relationships with our clients. We understand that financial planning is an ongoing process, and we are dedicated to reviewing and adjusting your plan as your life and goals evolve. We are with you every step of the way, offering support, guidance, and clarity throughout your financial journey.