Lido Advisors Partners with Copperwynd Financial to Expand Wealth Management Services

Lido Advisors, a leading wealth advisory firm managing over $29 billion in RAUM*, has announced its partnership with Copperwynd Financial, a Scottsdale, AZ-based Registered Investment Advisor (RIA). Copperwynd specializes in providing highly personalized, holistic financial planning for high-net-worth families. This partnership will combine the strengths of both firms to enhance their wealth management services and expand their reach in key markets.

Highlights of the Partnership:

1. Shared Values of Integrity and Customization
   • The partnership between Lido Advisors and Copperwynd Financial is rooted in a shared commitment to integrity, service, and highly personalized financial planning for clients.
2. Expansion of Wealth Management Services
   • Copperwynd’s dedication to its clients and communities aligns with Lido’s vision of expanding its services, offering enhanced resources and capacity for delivering financial peace of mind.
3. Strategic Market Growth
   • The partnership strengthens Lido’s presence in key Southwest markets, including Arizona, Utah, and New Mexico, with Copperwynd contributing a new office in Salt Lake City, Utah.
4. Talent Integration
   • Copperwynd’s entire team, including advisors with deep expertise in multi-generational wealth management, will join Lido, further bolstering its advisory and support capabilities.

By uniting Lido Advisors with Copperwynd Financial, both firms are poised to leverage each other’s strengths to offer high-net-worth families an even more comprehensive suite of financial planning services. The collaboration will expand their reach and deepen their impact in the Southwest and beyond.