Lido Advisors, a national wealth advisory firm with more than $38 billion in regulatory assets under management (AUM), has announced it will be partnering with Fountainhead Advisors, an independent wealth management firm headquartered in Warren, N.J. With more $1.2 billion in regulatory AUM, Fountainhead delivers bespoke wealth planning and investment strategies to a sophisticated and growing client base.
Fountainhead, which also operates an office in San Ramon, Calif., is known for its planning-first approach and deep expertise in insurance strategies. The firm's advisers work closely with high-net-worth families to simplify the complexities of wealth and craft personalized, enduring financial outcomes.
"We built Fountainhead as a place where clients can have genuine, forward-thinking conversations about their wealth and their lives," said Marc Rock, managing partner and senior financial strategist at Fountainhead.
