Stephen (“Steve”) Johnson is a partner and senior wealth advisor at RWA Wealth Partners. Steve provides personalized financial guidance to clients to help them achieve their long-term financial objectives. By working closely with our investment team, tax professionals and estate planners, Steve provides a comprehensive and coordinated approach to managing and growing his clients’ wealth. His goal is to provide holistic advice that not only addresses immediate financial needs but also plans for the future, offering peace of mind and financial security for generations to come. Steve is also a portfolio manager for RWA Capital, a division of RWA Wealth Partners. In his role as portfolio manager, Steve manages fundamental and quantitative investment strategies.
Prior to joining RWA Wealth Partners in 2014, Steve spent 14 years at Charles Schwab, most recently as a private client consultant overseeing individual clients’ planning, portfolio design and allocation strategies. Steve has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post. He is also a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Steve graduated from the University of Vermont with a B.A., earned a J.D. magna cum laude from the University of Maine School of Law, and is admitted to the Massachusetts Bar. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Steve is an avid baseball fan and enjoys spending time with his family. He resides in Leicester, MA, with his wife and daughter.
