Lido Advisors

BluePointe Capital Management is an investment advisory and wealth management firm based in Menlo Park, California. Established in 2006, it serves successful entrepreneurs and business professionals in the Bay Area by helping them develop financial plans and manage investments. The firm operates under the oversight of an executive management team and is registered as an investment adviser (RIA).

Avitas Wealth Management is a specialized firm dedicated to serving multigenerational families. It offers a range of services, including tailored investment strategies, risk management, portfolio management, and comprehensive financial advisory services, all designed to meet the unique needs and goals of its clients.

Pegasus Partners is a wealth management firm based in Mequon, Wisconsin. Established in 2015, it specializes in investment management, financial planning, and family wealth transfer services.

Enterprise Trust & Investment Company specializes in providing professional investment management and fiduciary services, primarily catering to high net-worth individuals. The firm adopts a non-product, non-commission approach, ensuring that its services are tailored to meet the unique needs of each client. Its offerings include administration, wealth transfer, income support, and succession planning, all designed to facilitate personalized strategic asset allocation and portfolio management. By focusing on tax-efficient solutions, Enterprise Trust & Investment aims to align its services with the aspirations, constraints, and comfort levels of its clients, ensuring a comprehensive and customized investment experience.