Lorio Wealth Management

Our Story

At Lorio Wealth Management, our journey began many years ago. Founded in 1980, we are a family-owned financial planning firm passionate about helping families achieve their financial dreams for generations to come. Our story is one of perseverance, hard work, and a commitment to excellence. From humble beginnings to the present day, we have remained dedicated to our core values of honesty, integrity, and a passion for helping others.

Our Team

We are proud to introduce our talented team of professionals, each bringing their unique skills and expertise to the table. Our Principals, Sid Lorio, Steven Lorio, and David Lorio, are all CERTIFIED FINANCIAL PLANNER practitioners, Accredited Investment Fiduciary Designees, and Chartered Retirement Plan Specialists. With decades of combined experience, our team has developed a deep understanding of the financial industry and the needs of our clients. Our Office Manager, Gloria Lorio, brings her own unique perspective and expertise to the team.

Our Services

We offer a wide range of financial planning services designed to help individuals and families achieve their financial goals. Our services include Accumulation Planning, Tax Planning, Income for Life, and Estate Planning. For plan sponsors, we offer Employee Engagement, Fiduciary Services, and Plan Design & Optimization. No matter your financial objective, we are committed to helping you achieve success.

Our Approach

At Lorio Wealth Management, we believe that success begins with a plan. We take the time to understand your unique financial situation, goals, and aspirations. Our approach is tailored to your individual needs, and we work closely with you to develop a customized plan that addresses your financial concerns and objectives. From there, we work together to refine and execute your plan, ensuring that you are on track to achieving your financial dreams.

Our History

Our journey began in 1980, when Sid Lorio, our founder, joined A.L. Williams to start his financial planning career. Since then, we have grown and evolved to meet the changing needs of our clients. We have been recognized for our expertise, with Sid and Steven named 5-Star Wealth Managers in every year from 2012 to 2022.

Our Commitment

At Lorio Wealth Management, we are committed to excellence, integrity, and a passion for helping others. We take pride in our reputation for professionalism, expertise, and exceptional service. We are dedicated to building long-term relationships with our clients, based on trust, transparency, and a deep understanding of their financial needs.