Wealth Management in Boston

31 Washington St.
2nd Floor
Wellesley, MA 02481
Find out more

Advisors

Ben Hamblen
Senior Vice President, Senior Wealth Manager
Virginia Aaron
Vice President, Wealth Manager
Brian Appel, CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Jerry Nigro
Director, Senior Wealth Manager

Contact us

If you are a prospective client, please use the Request an Intro module below to connect with an advisor. Lido has more than 40 offices across the U.S., and even if we do not have a location in your local town, our team of leading advisors can still deliver our holistic, personalized approach to wealth advisory.

For all other inquiries, including press, careers, or prospective partnerships, please contact us here.

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Brennan Fontana

Senior Vice President, Digital Distribution and Partnership

Request an Intro

Schedule your complimentary 30 minute discovery call so our team can learn about your goals and how we might be able to help. Prefer a phone call? Call us at (800) 301-5436.

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Taxes, legacy, philanthropy, retirement planning, and dozens of other complex, interrelated factors affect your wealth just as much market returns. That's why our signature family office style brings together proactive professionals from multiple disciplines to manage your wealth with a holistic vision of your entire financial life.

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