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About Us

Our Specialized Team, At Your Service

Lohnes Wealth Management is an independent retirement services firm located in the Tampa Bay Area. Jim Lohnes founded this firm with a passion for serving the unique needs of labor union members. With in-depth industry knowledge, we exist to help working men and women harness the full potential of their pension plans to the extent made possible through the protection and security that their Local Unions provide. We’ve built a fiduciary, non-commission business model, which means we always put your best interests first and that we only succeed when you succeed. We work hard to earn the trust of the Unions and members we serve. And we work hard to keep it.

We offer Employee Consulting Services, Financial Planning and Investment Services, and Retirement Planning Services to help meet your complex needs and take care of all aspects of the retirement process. Read on to learn more about Lohnes Wealth Management and how we can be of service to you.

Building Wealth to Last Throughout Your Retirement

Building Wealth to Last Throughout Your Retirement

After a lifetime of dedication to your craft and working hard to earn your pension, what you probably want to know now is whether or not your lifetime savings will be enough to support the lifestyle you want to embrace throughout retirement. Our team’s extensive experience and specialized knowledge uniquely position us to help you choose the appropriate disbursement plan for your situation, while advising you on other investment and financial planning strategies to help ensure your wealth can enable you to live the kind of life you desire today and throughout your retirement.

Reliable Experience on Your Side

Reliable Experience on Your Side

Guiding craft employees to better financial confidence for their retirement is our main focus. Our experience and specialized knowledge combined with the capabilities of our industry leading partner and broker-dealer Cetera Advisor Networks LLC — allow us to serve the unique needs of our clients. When you trust Lohnes Wealth Management with your financial and retirement planning needs, you’ll have decades of specialized knowledge and independent advice, all focused on you and your needs.

How We Do Business with You

How We Do Business with You

As fiduciaries, we’ll always do right by you. We serve our clients with genuine care, openness and honesty. We leverage everything we have at our disposal — which is quite a lot — to serve your best interests and to pursue the optimal outcomes for your financial outlook. We believe our non-commission business model demonstrates our commitment to seeing you succeed because only then do we succeed. At Lohnes Wealth Management, we’ll always be open and clear about our fees and what you get in return. No hidden fees. No surprises. Just good business.

Our Core Values

Member Focused

We have specialized experience helping organized labor members harness the full potential of their pensions. We’re proud to have forged these strong, trusting relationships over many years.

Transparent & Educational

Our clients rely on us to be transparent about fees, educational about where their money is allocated, and upfront about what they can expect as their lifelong needs and markets change.

Referral-Worthy Relationships

We don’t take our client relationships lightly. We’re invited in as a family, and we strive to go deep to learn about their life, handle their needs discreetly, and support them every step of the way.

Fiduciary & Client-Centric

We stand apart from traditional commission-based advisors because we don’t earn money for the recommendations and solutions we provide. We succeed only when our clients succeed through tested results.

Meet Jim Lohnes

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.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly. Contact us for more information.

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Our Financial Partners

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Understanding Fees

It’s important to understand what you’re buying. One of our core values is transparency and education. We’re committed to being upfront about what you can expect to pay. We don’t earn commissions and our fees are low. But what does that mean for you? Fees can have a large impact on your returns. Contact us to learn more.

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Our Services

We specialize in financial and retirement planning services for labor Unions and their members. We offer consulting services, financial, investment, and retirement planning services, financial education, and other financial services.

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Our Approach

At Lohnes Wealth Management, we take a responsive approach to helping union members like you harness the greater potential of their pension plans, in pursuit of the lifestyle and retirement they desire — and deserve.

Our Approach

Our Team

Lohnes Wealth Management is a trusted independent retirement services firm that exists to serve the unique financial and retirement planning of hard-working men and women and their members based on our founder, Jim Lohnes.

Meet the Team