Lido Advisors

BluePointe Capital Management is an investment advisory firm located in Menlo Park, California, established in 2006. The firm specializes in wealth management and investment consulting services, primarily catering to successful entrepreneurs and business professionals in the Bay Area. BluePointe focuses on developing comprehensive financial plans tailored to the unique needs of its clients. The firm's assets are managed by a dedicated executive management team, and it operates as a Registered Investment Adviser, ensuring a high standard of professionalism and regulatory compliance in its operations.

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 located in Mequon, Wisconsin, established in 2015. The firm specializes in providing comprehensive fee-based wealth management consulting services that include investment management, financial planning, risk assessment, and liquidity needs analysis. Additionally, Pegasus Partners offers services in insurance analysis, education savings, closely held business consulting, tax planning, charitable giving, and retirement savings. The firm's assets are managed by an experienced executive management team, ensuring tailored strategies for client needs and family wealth transfer.

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.