Johansen Petrauskas & Associates was founded in 1992 on the principles of integrity and transparency. With more than 100 years of collective financial service experience, we help individuals, families, corporate executives and business owners, as well as endowments and foundations, create and preserve their wealth through a consultative process.
We take a holistic view of your financial world: To us, it is not about a particular product but about your strategy. Our long-term approach to managing your wealth can help you weather a variety of market conditions and address your evolving needs. Your best interests are at the core of every recommendation we make. Our goal is to help you pursue your goals.
Fully understanding your situation is integral to our ability to recommend the combination of financial strategies that is appropriate for you. Through our customized wealth management process, we strive to help you establish a goals-based strategy that helps address your needs for liquidity, capital preservation, income and growth.
We also take into account your:
- Time horizon
- Risk tolerance
- Liquidity constraints
- Cash flow needs
- Restricted stock, stock options and concentrated stock positions
- Income- and estate-tax situation
CFP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
