Lido Advisors Enhances Wealth Management with New Partnership
Warren, NJ-Based RIA with Over $1B in RAUM Focused on Serving HNW Clients
In a significant move to bolster their wealth management services, Lido Advisors, a prominent national wealth advisory firm, is excited to announce a partnership with Fountainhead Advisors, an independent wealth management agency based in Warren, NJ. With Lido managing over $38 billion in Regulatory Assets Under Management (RAUM), this partnership will enable both firms to deliver even more tailored financial strategies to high-net-worth clients.
A Strategic Partnership Focused on Client Centricity
Founded by seasoned fiduciaries, both Lido Advisors and Fountainhead are united by a common goal: to assist families in growing and safeguarding their wealth. Ken Stern, President of Lido Advisors, expressed enthusiasm about this partnership, noting, "This collaboration expands our national footprint in two essential markets and introduces a team whose values and vision are perfectly aligned with ours. Together, we aim to offer extraordinary value and meaningful experiences to our clients, marking this partnership as a perfect match. We are eager to support Marc and his team as they guide families through various generations of wealth."
Fountainhead Advisors' Unique Approach
With an additional office located in San Ramon, CA, Fountainhead Advisors prides itself on its unique planning-first methodology. They possess deep expertise in insurance strategies, which is crucial in fulfilling the complex needs of high-net-worth families. Their advisors are committed to working collaboratively with clients to demystify financial intricacies and create sustainable financial outcomes.
Elevating Client Services Together
Marc Rock, Managing Partner and Senior Financial Strategist at Fountainhead Advisors, said, "We designed Fountainhead as a hub for authentic and innovative discussions regarding wealth and life considerations. Joining forces with Lido allows us to elevate this mission, granting us enhanced access to advanced planning tools and sophisticated investment capabilities. We are excited about the opportunities this new chapter brings to our clients, team members, and overall growth trajectory."
About Lido Advisors
Lido Advisors is a well-respected wealth advisory firm, with its headquarters in Los Angeles, CA. They manage over $38 billion in RAUM and operate 45 offices throughout the United States. The firm adopts an active asset management strategy that focuses on risk mitigation while providing access to a diverse range of investment options including alternative and tactical strategies. Lido prides itself on delivering a family office experience that embodies personalized, comprehensive wealth planning alongside tax, estate, and legacy planning services through affiliated professionals.
Media Contact Information
For media inquiries, contact Sarah Tremallo at JConnelly for Lido Advisors at 908.967.0381.
Frequently Asked Questions
What is the focus of the partnership between Lido Advisors and Fountainhead Advisors?
The partnership aims to enhance wealth management services for high-net-worth clients by combining resources and expertise from both firms.
What is the total asset management of Lido Advisors?
Lido Advisors manages over $38 billion in Regulatory Assets Under Management (RAUM).
Where is Fountainhead Advisors located?
Fountainhead Advisors is primarily located in Warren, NJ, with an additional office in San Ramon, CA.
What is the mission of Fountainhead Advisors?
The mission of Fountainhead Advisors is to facilitate frictionless conversations regarding wealth and life, helping clients simplify their financial complexities.
How does Lido Advisors support its clients?
Lido Advisors emphasizes an active management approach and provides personalized wealth planning solutions, ensuring that clients receive tailored financial strategies and support.
