#United States #Scottsdale #Wealth Management #Lido Advisors #Copperwynd Financial

Lido Advisors Partners with Copperwynd Financial

In a significant move aimed at enhancing their wealth management offerings, Lido Advisors, a prominent wealth advisory firm based in Los Angeles, has announced its partnership with Copperwynd Financial. This collaboration is set to provide more extensive financial planning services tailored specifically for high-net-worth families. With over $29 billion in regulatory assets under management (RAUM), Lido Advisors is well-positioned to amplify the resources and expertise available to their clientele.

Partnership Overview

Copperwynd Financial, located in Scottsdale, Arizona, has over $720 million in RAUM and specializes in personalized financial planning services. Ken Stern, President of Lido Advisors, remarked, "Copperwynd brings a deep dedication to clients and local communities. We're excited to unite our shared values to enhance and expand our wealth management services." This partnership reflects both firms' commitment to integrity, client service, and customized solutions.

David Daughtrey, Co-Founder of Copperwynd, expressed enthusiasm about the collaboration, stating, "Our culture is rooted in integrity, service, and customization. Lido shares our values, and joining forces will give us access to significant resources and capacity to deliver financial peace of mind to our clients and their families, both existing and new."

Strategic Expansions

This alliance will not only strengthen Lido Advisors' operations in Arizona but also expand their reach to other key markets, including Utah and New Mexico. In addition to their Scottsdale office, Copperwynd will add a presence in the greater Salt Lake City area, further increasing Lido's footprint in the region.

Furthermore, the entire team from Copperwynd, known for their generational advisory capabilities, will join Lido Advisors as partners. This strategic move is expected to enhance the overall client experience, as Lido will now have access to Copperwynd’s specialized talent and knowledge.

Ken Stern highlighted the anticipated outcomes, stating, "By welcoming the strategic and high-impact team from Copperwynd to Lido, we're poised to achieve great things together." This collaboration, therefore, holds the promise of strengthening client relationships and creating a more comprehensive wealth management experience.

Behind the Scenes

The partnership facilitated by Houlihan Lokey, led by Matt Kempler, underscores the financial community's recognition of the growing need for advanced wealth management solutions tailored for affluent individuals and families. As these firms come together, they reflect a trend in the financial services industry towards consolidation, aiming to provide holistic services that extend beyond traditional advice.

About Lido Advisors

Founded with the goal of redefining wealth management, Lido Advisors strives to create an innovative, high-touch client experience. Their approach includes risk mitigation strategies and access to alternative investment opportunities which set them apart in a competitive landscape. They not only prioritize financial growth but also seek to provide a family office experience that encompasses tax, estate, and legacy planning.

For individuals interested in learning more about Lido Advisors and their enhanced services following this partnership, more information can be found at their official website: www.lidoadvisors.com.

In conclusion, the partnership between Lido Advisors and Copperwynd Financial signifies a strategic alignment of values and goals, aimed at delivering unparalleled wealth management services to affluent families across the Southwestern United States and beyond.