Welcome Larry Costa

Dear Clients and Friends,

I have great news to share! Due to the challenges you have had to deal with due to the pandemic, and realizing its impact on our society and economy would be long term, we determined that we needed to make changes to continue providing you with a high level of client experience!

Our primary goal at AssetIO Wealth Management is to help you “create legacies that last lifetimes.” During this time of change, our promises to you remain the same:

1)   We will work with you directly, to identify and plan for what is important to you,

2)   We will do our homework and provide you with the best strategies to pursue your goals – with the details and the pros and cons for each option.

3)   We will measure your progress along the way and, with your understanding and approval, will make adjustments and new plans on an ongoing basis.

Over the years, as I interacted with other advisors and professionals at workshops and events, both in-person and most recently “virtual”, it became clear to me that in order to continually improve on our ability to strive to meet these promises it was critical to significantly grow our “in-office” resources. Now, with many still working remotely, and having to comply with the numerous COVID mitigation guidelines, the demand for our team to grow accelerated, especially the need to have a back-up for all of our functions.

In order to continue to deliver an exceptional client experience, I am very pleased to announce we have formed a business relationship with Larry Costa and his LMC Financial team, who have joined LPL Financial to work with us. I have known Larry professionally and personally for many years, and we have collectively decided that merging offices was in the best interest for all of our clients. This will immediately double our size and multiply our capacity.

Larry brings over 40 years of experience in investments, advanced financial planning, and management consulting. We work and complement each other very well. In the area of investments, his focus is to use fundamental analysis and research from leading experts to select undervalued securities. This, combined with our analytical and technical analysis, will greatly solidify our investment and portfolio management capabilities. His extensive experience in planning across all kinds of client situations and types of businesses, will complement our own, and provide you with additional strategies and options to pursue your goals. And in addition to our network of experienced professionals, and the support we get from LPL’s Research and Financial Planning Teams, Larry brings many relationships with leaders in different fields that we will also be able to work with.

In other great news, Nick will revert to full time, and Jessica will act as the operations manager for the combined firm. Additionally, Larry will bring team members who will strengthen our infrastructure and processes to better serve you. Within the next couple of months, we will be relocated in a new office, and over time, continue to expand our capabilities as we add resources and new team members. It goes without saying, I will be as personally involved with you as I have always been.

Regardless of where we all are in life and our level of success, we can all benefit from the wisdom that only comes from experience, and that is a big part of the reason I am so excited that not only I, but all of you will also benefit from Larry Costa. I am looking forward to introducing you to Larry and have you meet our new team members soon.

 All the Best –

 Rob