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Stuart Chaussée & Associates, Inc.

EST. AUM
$407,851,243

CONTACTS

CLIENT ACCOUNTS
473

Firm Details

Metro area Los Angeles
CRD Number 112105
Website preservingwealth.com
Client types

Overview

Stuart Chaussée & Associates was merged with Lido Advisors in December, 2025. Stuart Chaussée & Associates, Inc. is an independent, fee-only fiduciary firm specializing in investment management and planning for affluent individuals, particularly retirees and pre-retirees. The firm's safety-first approach focuses on balancing upside growth with capital preservation to achieve long-term, attractive, risk-adjusted returns. Its strategies primarily involve active management of equity and fixed-income portfolios, with a specialization in "Buffer ETF" strategies for downside protection. The firm recently partnered with Lido Advisors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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