My Process
“At the heart of my practice is a simple belief: wealth management is about far more than numbers on a page — it’s about people, families, legacies, and dreams.”
- John Lohrenz
Welcome to a Personalized Wealth Management Journey Built Around You and Your Family
When we begin our relationship, my first priority is getting to know you.
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Not just your portfolio, but your values, your goals, and the people who matter most in your life. Whether you’re planning for retirement income you can count on for life, structuring a legacy to support future generations, or simply hoping to spend more time traveling, golfing, or enjoying the music you love — I want to understand your full vision.
Our process starts with a deep, comprehensive conversation.
We’ll take time to explore the entire picture of your family’s wealth — not just your investment accounts, but also real estate holdings, retirement assets, business interests, boats and recreational vehicles, and even the passions that make your life rich and meaningful.
We’ll look at every element of your financial world, including the needs and dynamics of family members, to create a clear roadmap that reflects both your financial reality and your aspirations.
From there, we build a tailored plan — one rooted in sound strategy and guided by my role as your fiduciary partner.
That means every recommendation I make is in your best interest. Together, we’ll chart a course toward financial confidence and security — whether that means generating reliable income in retirement, protecting your assets, reducing tax burdens, or designing a lasting legacy that reflects your life’s work and values.
Throughout our partnership, I’ll be here as a steady, proactive guide — monitoring your plan, adjusting when life changes, and helping you make informed decisions with clarity and peace of mind.
This is more than financial planning. It’s a trusted relationship built on transparency, integrity, and a commitment to your long-term success.
