The Team that Earns Your Trust
Lohnes Wealth Management is an independent retirement services firm. Because we only work with working families, we understand your needs and what needs to be done to have a successful retirement. Or relationships with Local Unions have allowed us to focus specifically on what needs to be done for you, the retiring union member. We'll take the time to get to know you and understand your situation. We have years of experience in helping working men and women get through the retirement process. We know you need someone you can trust with managing your pension and 401k assets. Lohnes Wealth Management is here for you.
A Responsive Approach to Your Goals
While our time-tested and experienced process is similar for each of our clients, we tailor your experience and every financial, investment and retirement plan that we create to suit the unique needs of each and every client. We know how to dig in. We know how to understand the undercurrents of your values to help us form a strategy to support what you care about most in life. Our approach is methodical but responsive to your specific — and often changing — financial planning needs.
Meet Jim Lohnes, CRPS
Jim Lohnes is an Investment Advisor Representative and a Chartered Retirement Plans Specialist (CRPS) with decades of experience in the financial services industry, spanning back to 1990. Before founding his own independent firm to serve retired and current union members, Jim worked with firms that brought experience and knowledge to specifically serve working men and women across the country. Over the years Jim has honed his industry knowledge and skills to better serve the needs of working men and women and their families.