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Lido Advisors Inc., based in New Haven, CT, specializes in holistic wealth management tailored for high-net-worth families and individuals. With over 25 years of experience, the firm combines in-house investment capabilities and a network of affiliated professionals to address complex financial needs, including investment management, estate planning, and tax consulting.
As one of the fastest-growing private wealth management companies in the nation, Lido manages over $25 billion in regulatory assets. Their personalized approach emphasizes trust, confidentiality, and clear communication, ensuring clients receive sophisticated strategies that go beyond traditional wealth management practices.
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