Overland-Shanahan Wealth

Lido Advisors, based in San Diego, CA, specializes in holistic wealth management tailored to meet the complex needs of high-net-worth families and individuals. With over 25 years of experience and more than $30 billion in regulatory assets under management, Lido leverages a unique family office model, previously accessible only to the ultra-wealthy, to offer clients a range of sophisticated investment strategies and personalized services. The firm integrates expertise across multiple disciplines—including investment management, estate planning, and tax consulting—ensuring a collaborative approach to preserving and growing clients' wealth. Their passionate team prioritizes trust and communication, bringing together in-house capabilities and a vast network of affiliates to address the intricacies of wealth across generations. Generated from the website

Delphi Private Advisors is a San Diego-based financial advisory firm that offers personalized investment solutions to individuals and businesses. With a team of experienced advisors, they provide comprehensive wealth management services and strive to help clients achieve their financial goals. As a registered investment adviser, Delphi Private Advisors is committed to providing transparent and trustworthy advice, ensuring that clients' interests are always prioritized. With a focus on building long-term relationships, they offer tailored strategies and guidance to navigate the complexities of the financial market.Generated from the website