Success Begins With A Plan

At Lorio Wealth Management, we believe that success begins with a plan. We will help you create, refine, and execute on your plan to achieve Financial Independence. Whether you want to retire early, secure your legacy, or simply have more time and less worry regarding financial matters, we can help.

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Our Services

For Individual Investors

ACCUMULATION PLANNING

Your plan will focus on success in any market environment.

TAX
PLANNING

We will work to help you proactively take control of your taxes and ensure you aren’t missing out on opportunities.

INCOME FOR
LIFE

This is what you saved for all those years. Let’s make sure you don’t come up short.

ESTATE
PLANNING

Family, charitable giving, passion; what do you want your legacy to be?

For Plan Sponsors

EMPLOYEE ENGAGEMENT

We make 401(k) simple and relevant to your employees.

FIDUCIARY SERVICES

We provide services as a 3(38) Discretionary Investment Manager. This affords plan sponsors the greatest degree of fiduciary protection available.

PLAN DESIGN & OPTIMIZATION

We review your plan documents to ensure your plan reflects your company’s values.

PLAN SPONSOR ADVOCATES

Our consulting services focus on making life easy for you, the plan sponsor.

Our Team

SID LORIO

Principal

Sid Lorio is the founder of Lorio Wealth Management, an Accredited Investment Fiduciary™ Designee, and a CERTIFIED FINANCIAL PLANNER™ Practitioner.

An avid boater and decade long Mavs fan, Sid lives in Southlake, Texas with is wife, Gloria.

GLORIA LORIO

Office Manager

Gloria Lorio is a CERTIFIED FINANCIAL PLANNER™ Practitioner.

An avid boater and decade long Mavs fan, Gloria lives in Southlake, Texas with her husband, Sid.


STEVEN LORIO

Principal

Steven Lorio is the founder of Rethin(k) 401(k), an Accredited Investment Fiduciary™ Designee, and a CERTIFIED FINANCIAL PLANNER™ Practitioner.

An avid gamer, he lives in Bedford, Texas with his wife, Jen, and their 2 cats.

DAVID LORIO

Principal

David Lorio is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Chartered Retirement Plan Specialist™.

An avid gamer, he lives in Austin, Texas.



By The Numbers

Founded In
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Combined Years of Experience
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CERTIFIED FINANCIAL PLANNER™ Practitioners
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Accredited Investment Fiduciary™ Designees
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Where Do You Want To Begin?

I need a plan for my financial goals.

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Let’s talk taxes. I think I pay too much.

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I’m a Plan Sponsor looking for Fiduciary relief.

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I’m just browsing.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through LPL Financial, member FINRA/SIPC. LPL Financial is not affiliated with Lorio Wealth Management. Check the background of this firm on FINRA’s BrokerCheck and LPL’s Financial Form CRS.