Willis Johnson Wealth

06/26/2026

Please help us welcome some of the newest faces at Willis Johnson Wealth.

We recently enjoyed a great evening at Rustic, getting everyone together, making new connections, and celebrating the people who have joined our team recently.

Welcome to WJW!

06/24/2026

Many Shell professionals don’t start searching for financial answers until something changes.

Maybe retirement is getting closer, markets have become more volatile, your compensation has grown more complex, or you’re simply wondering if there’s something you should be doing differently.

Our resource library covers many of the questions we hear most often from Shell professionals, retirees, and high-income families.

Explore the latest insights: https://hubs.li/Q04mq9Fq0

06/18/2026

BP's recent leadership changes have sparked a lot of discussion about the company's future direction.

For employees, moments like this often raise a different set of questions:

- What happens to my compensation?
- What happens to my benefits?
- Should I be making any changes right now?

While leadership transitions do not automatically change your financial plan, they can be a good reminder to revisit the parts of your benefits package that may have a meaningful impact on long-term wealth building.

We've compiled several BP-specific resources covering retirement planning, pension decisions, stock compensation, and tax planning considerations for BP professionals.

Explore your BP resources here: https://hubs.li/Q04lyRY20

06/16/2026

The retirement date you choose can significantly affect your retirement funds and tax bill.

Let's face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your retirement date from BP, you’re potentially leaving money on the table.

In this webinar, Sarah Sikorski, CFP®, CPA, PFS, Director of Wealth Management, and WJW's BP benefits specialist, dives into the common mistakes BP executives make when taking their benefits and how to avoid them.

If you are looking to retire from BP in the near future, you will not want to miss this webinar: https://hubs.li/Q04lyXCM0

06/11/2026

" A large portion of the income from your retirement payouts could be taxed at the highest marginal tax rate of 37%."

Yikes... but the good news is that you can time it if you plan early. 🗓️

A few months' difference in your retirement date can potentially change how income is spread across tax years, and why that is worth evaluating when making final decisions.

Join us on Thursday, June 18th at 12 PM CT, for our upcoming webinar where our Shell Specialist, Jeff Riley, CLU®, CFP®, breaks down timing retirement strategies for Shell professionals.

Register here: https://hubs.li/Q04kw6Wd0

06/09/2026

Retirement planning usually starts with one question:

"When can I retire?"

But what happens to your benefits?

Your retirement date can impact pension elections, CIP payouts, vacation pay, company stock decisions, taxes, and more.

On June 18th at 12PM CT, our Managing Director of Wealth Management, Alexis Long, MBA, CFP®, will walk through retirement timing considerations and planning opportunities Chevron professionals should evaluate even if retirement isn't in the picture yet. It's important to know what happens when you retire and how you should time it.

Register now: https://hubs.li/Q04kvPtD0

06/04/2026

Many Chevron professionals assume they're already maxing out their 401(k), but we rarely see someone who does everything right.

But once bonuses, after-tax contributions, Mega Backdoor Roth opportunities, and company benefit coordination come into play, small mistakes can quickly add up and become expensive.

The challenge is that many people do not realize there may be inefficiencies in their strategy until much later in the year.

Our free e-book breaks down common planning mistakes and overlooked opportunities Chevron professionals make, and the simple steps to fix them while there's still time to adjust: https://hubs.li/Q04jFLcQ0

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