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Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Johansen Petrauskas & Associates
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Merrill Lynch
Wealth Management
Johansen Petrauskas & Associates believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill Lynch Wealth Management. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at every step of the wealth management process.
Johansen Petrauskas & Associates
What Matters to You Matters to Us
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.
A Road Map Toward Your Financial Objectives
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
Tactical Wealth Management Process
The foundation of our investment approach is tactical asset allocation—an active financial strategy that responds to market conditions by dynamically allocating across asset classes in response to current valuation and economic considerations.
To help determine relative risk levels in the global economy, we use the award-winning research of BofA Global Research,* as well as other sources of information, to track the following six indicators:
- Economic
- Fundamental
- Quantitative
- Technical
- Credit and Fund Flows
- Yield Curve
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
Bringing Together the Different Pieces of Your Financial Life
Looking at your wealth management strategies holistically enables us to keep the various aspects of your financial life working together. We can draw from a vast array of services and strategies to help you address both sides of your balance sheet and better organize your financial life:
- Retirement Income and Cash Flow Planning Services
- Legacy Planning Services
- Education Funding Strategies
- Access Through Bank of America to Liability and Cash Management Services
- Strategies for Business Owners and Executives
- Philanthropic Strategies
Investment products are offered by Merrill. Banking products are offered by Bank of America, N.A.
Each member of our team has a distinct area of responsibility and is focused on providing you with an outstanding wealth management experience
Brian Petrauskas
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Charles Johansen III
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2012-2024
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Brian Petrauskas
Barron's "Top 1,200 Financial Advisors" 2024
Published on March 8, 2024. Rankings based on data as of September 30, 2023.*
Forbes “Best-in-State Wealth Management Teams” 2023 and 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, 2022, and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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