Family-Owned Since 1980
One office, one family name, and clients who stay for years.
Start a ConversationStartGuidance Built Around People, Family, And Legacy
Planning for Families & Individuals, Business Owners, and Plan Sponsors across Dallas-Fort Worth.
Our Credentials
A Solid Foundation. A Fiduciary Standard.
Five Star Wealth Managers
Sid and Steven Lorio have been named Five Star Wealth Managers since the award's inception in 2012 and every year since, through 2026. Write-ups about each principal can be found in Texas Monthly, typically in the August issue.
Professional Designations
Advanced training that reinforces a fiduciary standard and the trust our clients place in us.
Professional Licenses
Regulatory qualifications that support accountable service and professional standards.
Our Approach
Advice Should Feel Personal, Steady, And Accountable.
The work is practical. We get to know the people involved, sort the decisions in front of them, and come back to the plan when life changes.
Our Services
Lorio Wealth Management brings personal financial planning, business-owner advice, and plan sponsor advice under one standard, a fiduciary standard.
Private Wealth
Families & Individuals
For those who want wealth, tax, retirement, and estate planning handled together.
Wealth Planning
Build wealth with a plan that can adjust when markets, work, or family needs change.
Tax Planning
Look at tax questions before deadlines or missed planning windows force the issue.
Retirement Income
Turn years of saving into retirement income you can understand and revisit.
Estate Planning
Make room for family, charitable gifts, business interests, and the people affected by the plan.
Business Planning
Business Owners
For owners who want business decisions, taxes, retirement, and personal wealth considered together.
Tax Coordination
Connect business decisions with personal tax planning before major transactions or planning windows close.
Owner Retirement Planning
Coordinate business cash flow, retirement plans, and personal savings around the owner's long-term goals.
Ownership Transitions
Plan for a sale, succession, or family transfer with timing, valuation, and personal goals in view.
Business Continuity
Prepare for the financial decisions that follow an owner's death, disability, or extended absence.
Retirement Plans
Plan Sponsors
For employers who want a clearer process, more useful employee education, and practical fiduciary support.
Employee Education
Plain-spoken sessions that help employees understand the plan and what to do next.
Fiduciary Support
3(38) investment management support for employers who want help with plan responsibility.
Plan Design Reviews
Review plan structure, participation, and owner or employee outcomes in one place.
Plan Sponsor Help
A practical partner for committee meetings, provider reviews, and daily plan questions.
About Us
A Family-Owned Firm Where Clients Know Who Is Involved.
Clients work with a family business that knows financial decisions can feel personal. The goal is steady planning, clear communication, and advice that can be revisited over time.
Sid Lorio
Founder of Lorio Wealth Management, Accredited Investment Fiduciary Designee, and CERTIFIED FINANCIAL PLANNER Practitioner. Sid lives in Southlake, Texas with his wife, Gloria.
Gloria Lorio
CERTIFIED FINANCIAL PLANNER Practitioner. Gloria lives in Southlake, Texas with her husband, Sid.
Steven Lorio
Founder of Rethin(k) 401(k), Accredited Investment Fiduciary Designee, and CERTIFIED FINANCIAL PLANNER Practitioner. Steven lives in Bedford, Texas with his wife, Jen.
David Lorio
CERTIFIED FINANCIAL PLANNER Practitioner and Chartered Retirement Plan Specialist. David lives in Austin, Texas.
Start With A Conversation.
Call or email the Bedford office. We will help you figure out who should be involved and what to prepare before the first meeting.
(817) 684-8100info@loriowealth.com
Mon - Fri: 9:00am to 5:30pm
2116 Parkwood Dr., Bedford, TX 76021
Serving families and plan sponsors across DFW
What Happens Next
- We ask what decision prompted the call.
- We connect you with the right Lorio advisor.
- We explain what to gather before sending documents.