Johnson & White Wealth Management LLC

Johnson & White Wealth Management, LLC serves individuals, trusts, foundations, pensions, and corporations and manages approximately $484.6 million in client assets (with the majority managed on a discretionary basis). The firm provides personalized financial planning and investment management, and also facilitates implementation through third‑party platforms and annuity arrangements.

JWWM develops individualized asset‑allocation guidelines after client interviews and uses software tools to set risk tolerances and portfolios, implementing strategies either under discretionary authority or with client approval for non‑discretionary mandates; accounts are reviewed continuously with at least an annual senior review. The firm commonly aggregates household relationships for planning, engages multi‑generation household planning where appropriate, and recommends third‑party managers and custodial services while retaining flexibility to use multiple brokers.

Distinctive features include the firm’s documented use of artificial intelligence tools to assist with meeting notes and data aggregation (with human review and controls to protect client information), and an unusual estate‑planning service that provides access to and assistance with the Vanilla estate‑planning software for clients. JWWM’s offering also extends to higher‑complexity strategies and products — such as short‑term trading, margin, short sales, structured notes, non‑public REITs, and MLPs — and it holds certain annuity assets via an insurance platform, practices that are less common among peers of similar size.