Willis Johnson Wealth: Financial Planning. Tax Services. Investments.

At Willis Johnson Wealth, we help high-income professionals connect the pieces of their financial life so their investments, tax strategy, and company benefits work together in alignment with how they build wealth. Our team provides regular insights to help you: • Make more tax-efficient financial decisions • Optimize stock compensation and employer benefits • Build a coordinated investment strategy • Navigate major career and retirement transitions Our approach is simple. Your financial life is not built in silos, so your plan should not be either. If you are looking for clear, practical guidance to help you make more confident decisions with your money, you are in the right place. Want to see how your financial plan could be better coordinated? Schedule a consultation with one of our advisors: https://hubs.li/Q04dDqfm0 Follow Willis Johnson Wealth on LinkedIn: www.linkedin.com/company/willis-johnson-wealth Follow us on Facebook: https://facebook.com/WillisJohnsonWealth Willis Johnson Wealth 5847 San Felipe St., #1500 Houston, TX 77057 713.439.1200 marketing@wjohnsonwealth.com Willis Johnson Wealth is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson Wealth is not a CPA firm.

Added 2 May 2026