Brooke Napiwocki

Wealth Advisor for Mid to Late Career Professional Women and Couples | CERTIFIED FINANCIAL PLANNER® | Financial Wellness Speaker | Working Mother

Role: Director, Senior Wealth Manager at Lido Advisors
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Brooke Napiwocki

I pursued a career in financial planning because I wasn\'t able to find an advisor that would help me see my family\'s big financial picture and one that would help my husband and me navigate our future in a couple-friendly way. I was looking for advice and not a product. I partner with mid to late career professional women and their families to co-create their financial plan and invest their resources so they achieve financial and life goals. I love educating and motivating my clients to make good financial choices and decisions that truly respect their values.Professional Areas of Interest: couple-friendly planning, executive and senior leader compensation and benefits, education funding, post-divorce financial strategy, and values-based planning.

Experience

Director, Senior Wealth Manager
Lido Advisors
Dec 2024 — Present · Milwaukee, WI, US
Serve as trusted advisor and primary point of contact for multigenerational families. I frequently partner with mid to late career professional women and couples navigating a personal or financial transition. Client relationships benefit from my deep knowledge of charitable and family gifting strategy, executive and senior leader compensation and benefits, post-transition financial strategy, and values-based planning.Lido’s family office style delivers access to sophisticated strategies once available only to the ultra-wealthy. Our robust in-house platform enables us to build customized and pooled investments quickly and efficiently to deliver options, alternatives, and private debt and equity exposure. Lido’s deep bench of in-house and affiliated financial planning, tax consulting, and trust professionals provides holistic, multidisciplinary financial management to our families and clients

Education

Marquette University
M.B.A., Business-Specialization in Finance
2007 — 2010
St. Norbert College
B.B.A., Business Administration & Economics
1999 — 2003
Kaplan University
Financial Planning
2014 — 2015

Skills

Trusting Relationships
Financial Advisory
Family Services
Health Insurance
Transition Planning
Holistic Financial Planning
Retirement Planning
Multi-Generational Planning
Finance
Executive Compensation Planning
Parenting Workshops
Values Alignment
Tax
Financial Planning
Loans
Higher Education
College Education Planning
Couples Work
Credit
Cash Flow
Financial Literacy Training
Budgeting
Helping Clients Succeed
Certified Financial Planner
Consultative Approach
Relationship Management
Estate Planning
Human Capital Management
Treasury Management
Leadership
Asset Allocation
Banking
Risk Management
Wealth Management
529 Plans
Asset Location
Professional Women
Debt Management
Behavioral Finance
Financial Education

Contact information

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•••••@lidoadvisors.com
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Current company

Lido Advisors

Financial Services · 491 employees · Los Angeles, California, United States

Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.

lidoadvisors.com

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About Brooke Napiwocki

Experience

Director, Senior Wealth Manager

Education

Marquette University

St. Norbert College

Kaplan University

Skills

Find verified contacts for anyone on LinkedIn