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Lincoln DaCosta

Lincoln DaCosta

Investment Advisor

Lincoln DaCosta brings over 25 years of focused financial expertise. His tenure at JP Morgan Chase and Wells Fargo Advisors Financial Network provided a solid foundation for his specialization in retirement planning, alternative investments, strategic lending, and comprehensive college planning. He manages sophisticated strategies for a diverse clientele, spanning global markets. With this wealth of knowledge and experience, Lincoln delivers tailored solutions for individuals and small businesses.

Outside of his professional life, he’s a dedicated father and engages in hands-on projects, gardening, and culinary pursuits. This blend of experience and personal commitment translates to a disciplined and results-oriented approach for his clients.

Questions?

Sometimes a quick conversation can make a world of difference. Have a quick question for our team? Let’s talk through it. 

We are always accessible, always transparent and always focused on your unique needs.

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General Disclosures

  • Innovative Family Office LLC is registered with the SEC. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
  • Information presented is believed to be current. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. It should not be viewed as personalized investment advice. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal, estate planning, or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
  • All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There are no assurances that a client’s portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
  • Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company.