About
Joe has worked in the financial services industry since 2010 and has partnered extensively with financial professionals and high-net-worth clients to help them achieve their financial goals. He is deeply passionate about serving in a fiduciary capacity to help clients find the appropriate solutions for their unique situations.
He has worked within institutional municipal bond markets, assisted advisors in growing their practices, and worked with hundreds of high-net-worth clients.
Joe spent the last seven years with Personal Capital (which was purchased by Empower in 2020), where he was most recently a Senior Financial Advisor assisting high-net-worth clients. At Wealth Enhancement Group, Joe will continue to consult and educate clients on how to best reach their financial objectives.
Based in Colorado, Joe is an avid soccer player who also enjoys hiking, skiing and gardening.
Education
- BA - Business Administration, Finance Emphasis, University of Puget Sound
Resources from Joe Lomeo
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation