Willis Johnson Wealth

06/02/2026

In case you haven’t heard the news yet, Nick Johnson, CFA®, CFP®, has officially transitioned into the role of Chief Executive Officer of Willis Johnson Wealth while continuing to serve as Chief Investment Officer.

Over the years, Nick has helped lead the firm’s long-term vision, investment philosophy, and expansion of comprehensive wealth advisory services, helping grow the firm from approximately $250 million in assets under management to more than $2 billion today.

As Willis Johnson Wealth continues evolving to better serve corporate professionals, executives, and families navigating increasingly complex financial decisions, this transition marks an exciting new chapter focused on long-term growth, leadership continuity, and continued innovation.

Read the full Houston Business Journal announcement here: https://In case you haven’t heard the news yet, Nick Johnson, CFA®, CFP®, has officially transitioned into the role of Chief Executive Officer of Willis Johnson Wealth while continuing to serve as Chief Investment Officer.

Over the years, Nick has helped lead the firm’s long-term vision, investment philosophy, and expansion of comprehensive wealth advisory services, helping grow the firm from approximately $250 million in assets under management to more than $2 billion today.

As Willis Johnson Wealth continues evolving to better serve corporate professionals, executives, and families navigating increasingly complex financial decisions, this transition marks an exciting new chapter focused on long-term growth, leadership continuity, and continued innovation.

Read the full Houston Business Journal announcement here: www.bizjournals.com/houston/news/2026/05/28/willis-johnson-wealth-nick-johnson-ceo-rebrands.html

A local firm that manages over $2 billion in assets for oil industry employees has a new CEO at the helm. >> See the full article below. ⬇️ Willis Johnson Wealth

05/28/2026

You make $200,000+ a year... so why does it still feel like you're not getting ahead?

For many high-income earners, more income does not automatically mean more wealth.

Higher taxes. Concentrated stock positions. Deferred compensation decisions. Retirement accounts. Cash flow that looks strong on paper but still feels inefficient.

The question is not how much you make. It's how much you're actually keeping.

Join Jamie Elrod from Flipping The Barrel, and Alexis Long, MBA, CFP®, our Managing Director of Wealth Management for a live conversation and Q&A on strategies high-income earners can use to think more intentionally about tax efficiency, wealth building, and long-term planning: https://hubs.li/Q04hG6jQ0

FTB is not a client of WJW and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJW. FTB's comments may not be representative of any other person's experiences.

Join our financial planning webinar to learn strategies for optimizing taxes and investments, so your high income works harder for your retirement savings.

05/26/2026

If you're thinking about leaving BP, timing matters.

A retirement date is not just a calendar decision. It can impact taxes, benefit payouts, pension strategy, and long-term planning.

We've seen transitions triggered by retirement, severance, reorganizations, and new opportunities, and the biggest question is often not why, but when.

Watch our on-demand webinar where Sarah Sikorski, CFP®, CPA/PFS, our Director of Wealth Management, covers the moving pieces BP employees should evaluate: https://hubs.li/Q04hq6Sj0

05/21/2026

"I'm already maxing out my 401(k), so I'm good."

That's where many Dow employees stop when thinking about their financial plan for the year.

But your 401(k) may only be one piece of the opportunity. With updated 2026 contribution limits, after-tax strategies, Roth planning, and HSA benefits, some employees may have more flexibility than they realize.

The bigger question is: are you making the most of everything available to you? There's so many pieces that interconnect that many professionals overlook.

Read the breakdown here: https://hubs.li/Q04g-2vH0

05/19/2026

One of our most anticipated quarterly webinars is coming up on Thursday, May 21st, at 12PM CT. 📈

With renewed geopolitical tensions involving Iran, supply pressure tied to Iran, and oil markets reacting in real time, many investors are asking the same question:

What does this mean for my portfolio?

Join Nick Johnson, CFA®, CFP®, our CEO & CIO, for our Q2 2026 Stock Market Update as he breaks down what's happening in the markets, how geopolitical events may influence oil prices and investor sentiment, and what to keep in mind when building a long-term investment strategy through uncertainty.

Reserve your spot here: https://hubs.li/Q04g-kpP0

05/14/2026

Yahoo Finance recently featured our firm's rebrand story, and we're honored to see this milestone recognized.

After two weeks into our transition to Willis Johnson Wealth, the response has been a meaningful reminder that while our name has evolved, the heart of what we do remains the same.

For over 30 years, we've helped clients navigate increasingly complex financial decisions, and this next chapter reflects that evolution: a brand that more clearly represents the integrated, forward-looking advice our clients have come to expect.

Read the full feature here: https://hubs.li/Q04gwtf60

05/12/2026

Lately, we've been meeting people feeling nervous about potential layoffs and what happens if a severance package lands in their inbox.

The stress usually is not just about the job change. It's the questions that come with it.

How does the pension work?
What are my options?
What happens with taxes?

HR can explain the package and what's being offered, but they're typically prevented from providing guidance on how it intersects with your financial planning and tax situation. This is where many people start feeling stuck.

Watch the full episode on any of these platforms below:

YouTube - https://hubs.li/Q04fZjhf0

Spotify - https://hubs.li/Q04fZgMW0

Apple - https://hubs.li/Q04fZh2M0

If you want to be prepared or have gotten a severance package and want help understanding how these decisions may connect, schedule a complimentary consultation with our team: https://hubs.li/Q04fZ9Dh0

Disclosures: FTB is not a client of WJW and is being paid a monthly fee for their endorsements. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJW. FTB's comments may not be representative of any other person's experience.

05/07/2026

Recently, we brought the team together for our quarterly meeting to reflect, align, and share what's ahead.

As the team continues to grow, we also made time to connect through some fun games such as "this or that'' and thumball, learning more about each other beyond the day-to-day.

Additionally, we shared client stories that serve as a reminder of the impact behind the work and the role we play in our clients' lives. We're grateful for this team and the care they bring to every relationship.

Being part of our clients' journeys and making a meaningful impact in their lives is what drives everything we do.

And special shout out to our Sr. Marketing Communications Manager, Jordan Lynch, for being selected as this quarter's "T in Team" award recipient, recognized by a previous honoree for embodying all of our firm's core values. 🏆

05/05/2026

🏆 We are honored to be recognized on the University of Houston's Cougar 100 list, ranking #32 for 2026.

Our Founder and Executive Chairman, Willis Johnson, is a proud UH alum ('80), making this recognition especially meaningful for our firm.

To us, this recognition reflects the continued growth of our firm and the work our team does each day to help clients navigate complex financial decisions with clarity and confidence.

At Willis Johnson Wealth, our focus remains on providing thoughtful, integrated advice across planning, tax strategy, and investment management, and we're grateful for the opportunity to continue doing that for our clients.

Thank you to our clients for the trust you place in us, and to our team for the discipline and care they bring to their work everyday.

See the full list here: https://hubs.li/Q04fmbJp0

Industry Disclosures: Willis Johnson Wealth was ranked #32 in 2026 by the University of Houston (released April 2026, based on previous year’s revenue growth). Third-party rankings and recognition are no guarantee of future investment success and do not ensure existing or prospective clients will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

04/28/2026

Willis Johnson & Associates is officially Willis Johnson Wealth. 🎉

This marks an important step forward for our firm after more than three decades of serving clients through some of the most complex financial decisions of their lives.

As those decisions have become more interconnected, so has the way we approach them. Financial planning, investment management, and in-house tax strategy are all part of the same process, designed to provide clarity when it matters the most.

The new name reflects that reality. So does the newly designed website, built to give a clearer, more transparent view into how this firm operates, who it serves, and what the planning process looks like in practice.

What hasn't changed is everything that built this firm in the first place. The fee-only model. The same advisory team. The fiduciary commitment to advice that is 100% in your best interest, with no commissions and no product sales.

Willis Johnson Wealth reflects who we are today and where we are headed next.

Explore the new website at https://hubs.li/Q04dKVsS0