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Discover Wealth Beyond Money
Jake Richard Johnson
Financial Advisor|CFP®
Our Mission
We aim to empower individuals to transcend the material confines of wealth and embrace a holistic perspective on financial well-being. We guide people in cultivating a healthy relationship with money—as a tool for fulfilling life's greater purposes and fostering genuine happiness and enrichment.
We believe that true value lies in the richness of experiences, relationships, and personal growth rather than the accumulation of wealth. Through comprehensive financial education, personalized coaching, and community support, we aim to:
- Promote Financial Literacy: Equip individuals with the knowledge and skills to manage their finances wisely without making money the central focus of their lives.
- Foster Life Enrichment: Empower people to discover and pursue passions, invest in relationships, and contribute to their communities, ensuring that money serves them rather than rules them.
- Cultivate Mindful Practices: Inspire a mindset where financial decisions are made with intention, aligning with personal values and long-term life goals.
We are committed to educating and inspiring our community to use their financial resources efficiently, enabling them to lead more balanced and purpose-driven lives.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Lending a hand in my community.
Our financial philosophy includes supporting the causes we believe in as an essential part of leading a balanced, purpose-driven life.
By aligning our professional work with our philanthropic values, we create a culture of generosity and social responsibility. We invite our clients to join us in these efforts, knowing that together, we can achieve personal financial goals while contributing to the greater good.
Alex's Lemonade Stand
Alex's Lemonade Stand Foundation (ALSF) raises funds for pediatric cancer research. Inspired by Alexandra "Alex" Scott, who held lemonade stands despite her cancer, ALSF was founded in 2005. It funds innovative research, supports families, and empowers communities to combat childhood cancer, continuing Alex's legacy of raising millions for better treatments and cures.
Beads of Courage
Beads of Courage is a nonprofit supporting children with serious illnesses through an arts-in-medicine program. Founded in 2005, it gives kids colorful beads to mark treatment milestones, representing acts of courage. The program is used in over 300 hospitals worldwide, helping patients and families find strength and community.
