Wes Johnson Provides July 2025 Market and Portfolio Update
Wes Johnson CFP® discusses the markets and what we did in our clients portfolios in June 2025.
June 30, 2025
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Co-Owner ACT Advisors, CERTIFIED FINANCIAL PLANNER®
Fee-only fiduciary financial advisor, based in Mount Pleasant, SC—serving clients nationwide.
Wes Johnson, CFP®, works with clients across the country from ACT Advisors’ Mount Pleasant, SC office. As leader of our investment team, he oversees client portfolios and provides clear, fiduciary guidance—helping individuals and families stay focused on their long-term goals with clarity and care.
I believe that discipline beats reaction. We use disciplined, evidence-based strategies such as tactical asset allocation and market-rotation to manage risk and seek long-term opportunities. These approaches involve risk, including the possible loss of principal.
Yes—ACT Advisors uses investment approaches like tax-aware portfolio management, tax loss harvesting, and direct indexing when appropriate to help manage tax exposure and pursue greater after-tax efficiency
Yes—most of my work is done remotely. We meet by video and use secure portals for documents. You get the same cadence and deliverables wherever you live.
For most clients, discovery (what matters, what you have), document and data review, then an initial plan with clear priorities—tax and cash-flow opportunities, benefit elections, and portfolio alignment. We execute what you approve and set a cadence for ongoing decisions. Learn more about our different services at https://act-advisors.com/ financial-planning-services/.
I tend to work with high-achieving professionals and families seeking coordinated, tax-focused planning from a fee-only fiduciary advisor.
Wes Johnson CFP® discusses the markets and what we did in our clients portfolios in June 2025.
The stock market has hit a rough patch recently, causing some investors to feel uneasy. But before you panic, it’s important to put this downturn into perspective. Wes Johnson of ACT Advisors, a fee-only fiduciary wealth management firm with offices in Mount Pleasant, SC, and Asheville, NC, explains why this market pullback is not only expected—but completely normal.
Wes Johnson CFP® discusses the markets and what we did in our clients portfolios in September 2024.
Recently, we’ve seen a concerning rise in IRS scam activity, and we want to make sure you’re informed and prepared to protect yourself. These scams are becoming increasingly sophisticated, and we’ve had a couple of clients who’ve been targeted. It’s important to know how these scams work so you can stay vigilant and avoid falling victim. Watch this brief video from Wes Johnson, a Certified Financial Planner® professional at our Mount Pleasant office, for tips on protecting yourself from these scams.
Wes has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Wes’s desire to help others with their financial goals began at an early age from the frugality lessons he received from his Mom. Wes focuses on helping individuals manage their wealth through disciplined, fiduciary planning and investment processes.
Wes worked with CUNA Mutual for 8 years as an employee advisor. Then, in 2013, he left to cofound the firm ACT Advisors, a fee-only Registered Investment Advisor (RIA). ACT Advisors® focuses on helping clients work toward their financial goals through excellence in investment management, comprehensive financial planning, and compassionate engagement. Wes currently works out of ACT Advisors’ Mt. Pleasant office.
Wes is a past President and currently serves on the Board of Directors for the South Carolina chapter of the Financial Planning Association. In his current role, he serves to promote public education of financial planning principles.
Wes grew up in Gastonia, NC and earned his bachelor’s in Business Administration from the University of North Carolina at Chapel Hill. He has lived in the Charleston area for over 15 years. Wes and his wife Juliana have two young children. Wes coaches his children’s basketball and volleyball teams. In their free time, the Johnson Family enjoys coupon clipping and yelling at the TV during UNC basketball games.
Check the background of this firm and its advisors on adviserinfo.sec.gov and at brokercheck.finra.org.