One of the best investments you could ever make is to spend time and effort planning your financial future. However, it takes a skilled hand to capture the growth potential available in the market. John Lohrenz understands this fact and has helped clients realize their goals for 30 years. With a deep understanding of the broader macroeconomic landscape, he offers personalized advice tailored to each individual and family through his boutique firm, JKL Wealth Management.

 

John has a unique story that has shaped the way he works with his clients. John began his career at Merrill Lynch as a branch manager and remained with the company for 20 years, racking up the “Manager of the Year for the U.S.” award in 2006. This achievement indicated his proficiency in the financial services industry. With his 20 years of experience at Merrill Lynch, the “800-pound Gorilla,” John started his own wealth management company in 2009, ushering in a new era of excellence.

 

At JKL Wealth Management, John holistically leverages his skills and knowledge to understand each individual’s unique retirement lifestyle needs. He works with clients to develop customized investment plans focused on building dependable income streams so they can enjoy their retirement without worrying about money. According to John, this is one of the most rewarding parts of his business—watching families enjoy a healthy retirement together. Currently, JKL Wealth Management caters to 120 selected families across the U.S.

 

In addition to providing exceptional wealth management services, John shares his knowledge through various social media channels, such as Instagram and LinkedIn. From stock market highlights to investment strategies, John’s social media is brimming with valuable insights for those looking for financial guidance. He is also the author of “The Prosperity Project: Building Abundance and a Map for a Life Well Lived,” published in 2021, which has since risen to the top 100 books on Amazon in the wealth management category.

 

John is now pivoting towards coaching and advising C-suite executives, athletes, and celebrities so they can achieve peak performance at work and home. Through his coaching, he hopes to make a difference in people’s lives and leave a lasting impression.

 

John’s wealth management services, which he has provided to clients for years, have been highly successful thanks to his extensive background in the field. He has assisted many people toward financial freedom through his holistic approach to retirement planning, expertise in finance and investment strategies, and commitment to providing custom-tailored plans for each client.

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Written July 11, 2023 by Arnold Dawson from the Business column for Chicago Weekly