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The Lido Perspective

The latest advice, updates, and insights from our team of wealth advisors.

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Financial Planning

Roth Conversion Strategies: When and How Much to Convert 

June 2026

Financial Planning

Should I Delay Social Security Benefits?

August 2025

Financial Planning

The Repeal of WEP & GPO: What it Means for You

July 2025

Financial Planning

Forbes Names Alexandra Browne & Erica Ghotra to 2025 ‘Top Women Wealth Advisors Best-In-State’ Listing

February 2025

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.