STA Wealth is now Avidian Wealth Solutions

We’re excited to announce that as of March 13, 2021, our firm has launched our new brand, Avidian Wealth Solutions.

Our whole team is very proud of the new Avidian brand design, which showcases the evolution of our firm. This name change is part of our client-focused strategy to emphasize the strength of our services, advisor team, strategic platform, and cutting-edge technologies. 

Avidian represents a new, streamlined brand. “The word ‘avidian’ is rooted in the word ‘avid,’ a passionate knowledge and focused pursuit — exactly what we offer our clients,” says Luke Patterson, Chief Executive Officer and Chief Investment Officer

While a new name is a significant change, our core values haven’t changed at all. For our existing clients, Avidian means business as usual. Clients will begin to see a new look in our office, identity system, website, and visual brand signatures on external channels, including The Money Hour Podcast. We remain privately owned and committed to our fiduciary duty. The Avidian team will continue our unwavering commitment to our clients, core values, and services.

The Avidian leadership team would like to thank all our clients, advisors, and team. We look forward to collaborating with you to deliver personalized solutions.

Avidian Wealth Solutions is headquartered in Houston with offices in Sugar Land and The Woodlands. The company offers a suite of family office financial services including financial planning, investment management, private fund opportunities, and risk management. The company has expanded during recent years, adding new partners, financial planners, certified public accounts, and lawyers to their team of 48 professionals. Avidian Wealth Solutions relies on a seven-step financial planning process and a disciplined investment approach to assist our clients in reaching their goals.

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STA Wealth is now Avidian Wealth Solutions We’re excited to announce that as of March…

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Disclaimer:

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Avidian Wealth Solutions, LLC), or any non-investment related content, referred to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Avidian Wealth Solutions, LLC. Please remember to contact Avidian Wealth Solutions, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives to review/evaluating/revising our previous recommendations and/or services. Avidian Wealth Solutions, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Avidian Wealth Solutions, LLC’s current written disclosure statement discussing our advisory services and fees continues to remain available upon request.

Financial Planning and Investment Advice offered through Avidian Wealth Solutions (Avidian), a registered investment advisor. Avidian does not provide tax or legal advice and the information presented here is not specific to any individual’s circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended or written to be used, and cannot be used, by a taxpayer to avoid penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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