Welcome to
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​JP Lotito & Company

Our firm strives to assist our clientele not only in the accumulation of wealth but the preservation of it.
​We believe in proactively mitigating the consequences of market volatility, inflation, taxation and misinformation to secure wealth and prosperity on behalf of our sacred clients and their futures.
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Risk Management

We believe the best way to control our clients exposure to risk is by transferring that risk elsewhere. Through our client specific wealth management strategies, that is exactly what we do. By utilizing the appropriate risk management tools, we are able to substantially reduce risk exposure and maximize asset potential on our clients behalf.

Asset Management

An essential building block of all diversified portfolios is the use of every applicable financial instrument available for that client. Whether they are Stocks, Bonds, ETF's, Mutual Funds, Real Estate or other Alternative Investments, these instruments provide the foundation for a portfolio that can be tailored to compliment any risk profile. With risk management at the forefront of everything we do, we are able to first protect your assets and second help them grow.

Business Services

​With decades of experience consulting businesses of all forms and sizes, JP Lotito & Company is uniquely positioned to help move your company forward and achieve its goals. Through in-depth financial analysis, planning and the generation of additional revenue streams, let us help you take your company to heights never before imagined!
​Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1”
​ – Warren Buffett