K D Advisors LLC

Lido Advisors, based in Raleigh, NC, is a rapidly growing private wealth management firm that specializes in providing holistic wealth management solutions tailored for high-net-worth families and individuals. With over 25 years of experience, Lido combines in-house investment capabilities with a network of affiliated professionals to address the complexities of wealth management, including investment, tax, and estate planning. The company’s unique family office model offers personalized and proactive services, ensuring that clients receive comprehensive strategies that integrate their financial goals with legacy and philanthropic objectives. Lido Advisors is committed to fostering trust and clear communication, empowering clients to focus on what matters most to them while navigating their financial lives. Generated from the website

Envestnet Tamarac in Raleigh, NC is a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers. The company's innovative technology solutions streamline operations, enhance client relationships, and drive business growth for financial professionals. Generated from their business information