Lido Advisors announced it will partner with Stuart Chaussée & Associates, an independent wealth management firm based in Palos Verdes, California, expanding Lido’s presence in the Los Angeles region and adding capabilities focused on defined-outcome strategies for high-net-worth clients.
The partnership brings Stuart Chaussée & Associates, a fee-only fiduciary practice with more than $500 million in regulatory assets under management as of November 30, 2025, into Lido’s national platform. Lido, headquartered in Los Angeles, reported more than $38 billion in regulatory assets under management as of September 30, 2025, and said it operates 45 offices across the U.S.
Stuart Chaussée & Associates has two employees and was founded by Stuart Chaussée, who will continue serving clients while bringing decades of portfolio management and wealth management experience to Lido, according to the announcement. The firm’s client base is primarily high net worth retirees and pre-retirees, and the practice is known for defined outcome strategy expertise, a portfolio approach generally designed to target specific return and risk parameters over a set timeframe.
For Lido, the partnership is the latest step in building scale while broadening in-house planning and investment resources. The firm said it provides a family office-style experience, including comprehensive wealth planning and access to affiliated professionals for estate and tax planning and legacy solutions, alongside an active asset management approach that incorporates alternative, core, and tactical strategies.
Support: The firms did not disclose financial terms. Brightstar Law Group is serving as legal advisor to Stuart Chaussée & Associates, and Sidley Austin LLP is serving as legal advisor to Lido.
KEY QUOTES:
“Stuart Chaussée shares our dedication to providing a personalized, holistic wealth management experience to clients. This partnership not only further expands our reach in the Los Angeles area, but strengthens the breadth of our in-house expertise for addressing all aspects of our clients’ financial lives.”
Ken Stern, President, Lido Advisors
“Lido was a unique opportunity to partner with a philosophically and culturally-aligned firm that is headquartered locally while accessing advanced planning and investment resources. I look forward to bringing even greater clarity, value, and financial peace of mind to my clients while unlocking the next chapter of growth.”
Stuart Chaussée, Founder, Stuart Chaussée & Associates
