Let us do the heavy lifting

Guiding your financial future with trust and clarity

Jonas A. Rohde

A fiduciary in your corner

Rohde Wealth Management is an independent, fee-only advisory firm founded by Jonas A. Rohde. As a fiduciary, I am legally and ethically bound to put your interests first — no commissions, no product sales, just planning and investment management built around your goals.

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How we can help

Retirement Planning

A clear path from where you are to the retirement you want, with income you can count on.

Investment Management

Disciplined, diversified portfolios tailored to your goals and risk tolerance — never chasing trends.

Tax-Efficient Strategies

Keep more of what you earn through thoughtful account, withdrawal, and investment planning.

Estate & Legacy Planning

Coordinated strategies so your assets and values pass on the way you intend.

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Simple, transparent pricing

One flat 1% annual fee on assets under management covers financial planning, portfolio management, and ongoing access to your advisor. No hidden charges, no commissions.

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