Investment Management

At Johnson Brunetti we have a team of CERTIFIED FINANCIAL PLANNER™ certificants and Financial Advisors to help you construct the investment portfolio that we believe will best help you reach your goals. We act as fee-based investment managers using a combination of stocks, bonds, mutual funds, ETF’s, and annuities in concert together to minimize risk while maximizing potential cash flow.

If you’re in or nearing your sixth decade of life, you undoubtedly want to use your savings to generate a stable dependable stream of future income and hold onto your principal. Asset growth may still be important, but this objective usually takes a back seat to income generation and wealth preservation.

In our opinion, managing investments for retirement income should be based on a holistic view of your  personal finances. We’ll help you determine the return you’ll need on your investments and set performance targets in the context of Social Security benefits and any corporate pension income you might receive. You’ll learn how much investment risk you’ll be taking and make sure it falls within your comfort zone. If you’re a conservator investor, as most pre-retirees and retirees are, we’ll help you limit your exposure to market volatility and prioritize investments that offer guarantees or limit the loss of principal. These strategies can add longevity to your investment portfolio so it can produce income for the rest of your life. The last thing you want is to be worried about running out of money instead of enjoying retirement.

Is Your Retirement Portfolio Exposed to Too Much Risk?

You may be more aggressively invested right now than you realize. Many of the people we meet for the first time have investments that are misaligned with their risk tolerance.  The remedy is usually pretty straightforward. Simple changes can result in fewer fluctuations in performance and produce more consistent, reliable returns.

By talking with us, new clients may discover their finances are in better shape than they expected. They’re delighted to find that they are on a good path for retirement and sometimes they have saved enough for retirement to be able to rely entirely – or almost entirely– on risk-free investments with guaranteed returns for income. It’s welcome news for good savers.

We understand you have worked hard for your money. We strive for measured yet steady performance. You won’t find us investing your money in the latest hot stock or investment fad. We’re fans of traditional asset classes with proven track records.

All investors want to have confidence in the people who manage their money. Our advisors have a fiduciary duty to make recommendations that are in your best interest. They’ll win your trust with their knowledge and professionalism, as well as their sincere interest in your financial security.

Our Philosophy & Approach to Investment Management for Retirement Income & Savings

We’re specialists in managing investments to generate tax-efficient retirement income

There are plenty of firms that manage money, but very few have our depth of experience in managing money for the purpose of generating tax-efficient retirement income.

Financial Services
Best of Hartford 2022 Winner
Contest Rules

Best of Hartford Rules

No purchase necessary. One valid entry per contestant.

You must be 13 years of age or older at time of entry to be eligible for this contest. This contest is void where prohibited by law.

Contest entrants must be present and actively involved in vote submission. Collecting names and emails to be entered at a later time will not be considered valid votes and will be grounds for disqualification.

Businesses or individuals using incentives in exchange for votes, including but not limited to offering monetary rewards, coupons, discounts, will be grounds for disqualification.

Any evidence of fraudulent voting will be grounds for disqualification, including but not limited to using emails without consent or using electronic voting programs.

Winners will be notified by email.

Hartford Courant reserves the right to substitute any prize with another prize of equal or greater value.

Employees of Hartford Courant, its respective parent, affiliates, subsidiaries, advertising sponsors and promotional agencies, and the immediate family members of each are not eligible.

Contest entrants agree to abide by the terms of these Official Rules and by the decisions of the contest commissioners, which are final on all matters pertaining to the contest.

Entrants further grant to Hartford Courant the right to use and publish their proper name and state online and in print, or any other media, in connection with the Contest.

Hartford Courant reserves the right to use any and all information related to the Contest, including information on contestants obtained through the contest, for marketing purposes or any other purpose, unless prohibited by law.

The Contest and all of the related pages, contents are copyright Hartford Courant. Copying or unauthorized use of any copyrighted materials, trademarks or any other intellectual property without the express written consent of its owner is strictly prohibited.

Each winner, by acceptance of the prize, agrees to release all Sponsors, and their parent and subsidiary companies, their officers, directors, employees, agents, shareholders, affiliates, suppliers, distributors, and advertising agencies from all liability, claims, or actions of any kind whatsoever for injuries, damages, or losses to persons and property which may be sustained in connection with the receipt, ownership, or use of the prize.

Hartford Courant not responsible for Internet crashes or slowdowns caused by network congestion, viruses, sabotage, satellite failures, phone line failures, electrical outages, natural disasters or acts of man or God.

All results posted are unofficial until winners are posted on the website.

This contest is not intended for gambling. If it is determined that a contestant is using the contest for gambling purposes they will be disqualified and reported to authorities.

Hartford Courant reserves the right to change the rules at any time.

This contest is officially sponsored by Hartford Courant.

Share
  • Sandy and Thomas C.
    Sandy & Thomas C. are clients of Johnson Brunetti and received no compensation for their statement.

    “We always felt our financial needs were in very capable hands. Alex Angst is great to work with. Our advisor always made us feel he had our best interests at heart and explained things so we could understand them.”

  • Robert G.
    Robert G. is a client of Johnson Brunetti and received no compensation for his statement.

    “We’ve been clients of Johnson-Brunetti for > 10 years. We’re enjoying a comfortable retirement as a result. Many thanks to Joel and our CFP, Eric Hogarth. I wish we had plugged into this decade approach back when we were in our 30s.”

  • Lisa D.
    Lisa D. is a client of Johnson Brunetti and received no compensation for her statement.

    “Working with Johnson Brunetti has had a positive impact on my life by providing me with the knowledge, confidence, and peace of mind to move forward with my retirement plans. The process of getting to this point, through their guidance, has been informative and pleasurable.”

  • Ken D.
    Ken D. is a client of Johnson Brunetti and received no compensation for his statement.

    “I view your company as one that puts my interests first. I think that is very uncommon and very refreshing. “

  • Jeanne P.
    Jeanne P. is a client of Johnson Brunetti and received no compensation for her statement.

    “Matt does an awesome job! So easy to understand and he listens to our concerns and addresses them! happy I chose your firm!”

  • Anonymous
    This testimonial was provided by a client of Johnson Brunetti and received no compensation for their statement.

    “I have been pleased with the help and service I have received from the company. I have met several team members on Eric’s team and have found all of them very well prepared to meet with me when reviewing my portfolio. I always feel that I am an important customer and appreciate that very much. I hope the firm continues to focus on the customer and maintains its great service. I think you do a great job for someone like me!!!! I’m happy I chose your firm!”

    Johnson Brunetti
    Welcome to Our New Website!
    Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
    Check out your new resource center, where everything can be organized by article type or topic
    Are you ready to speak with a financial advisor?
    Johnson Brunetti

    Investment Advisory Services offered through JB Capital, LLC.
    Insurance Products offered through JN Financial, LLC.
    Atlanta • Boston • Hartford | Tel: 800-208-7233

    JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

    JB Capital's Form ADV | Disclaimer | Privacy Notice | Client Relationship Summary

    *Information about our Affiliation with the UConn Huskies

    Johnson Brunetti is a sponsor of WFSB Better Money, WCVB Better Money Boston, WSB-TV Better Money Atlanta, WTNH Money Wisdom, and WTIC Money Wisdom.