Highly credentialed teams dedicated to helping you grow and work to preserve your wealth.
When it comes to financial planning, all of your needs may not be able to be met by just one advisor, resulting in potential gaps in your financial plan. At Avidian Wealth Solutions, we work in specialized and experienced multidisciplinary teams in an effort to provide our clients with solid, thoughtful advice in everything from risk management and investment strategies to retirement and succession planning. Together, we can create a total wealth management plan that compliments each aspect of your unique financial circumstances — that’s the Avidian difference.
To learn more about how our team can help you achieve your financial goals, schedule a consultation with us today.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
High-net-worth individuals, families, and business owners often need a more complex approach to their financial services than what a single advisor can provide. For example, a business owner may require a wide range of guidance from their wealth managers that consider aspects such as their current business model and financial goals, future retirement plans, an exit strategy, and tax planning.
With the ability to offer a coordinated team of advisors and professionals, our multidisciplinary team here at Avidian is able to look at the big picture to deliver financial advice from a holistic perspective, considering how the various parts of your wealth management plan overlap.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
CFPs
CFAs
MBAs
JDs
PhD
CEPAs
Who makes up a multidisciplinary team? Our team includes Certified Financial Planners™, investment specialists, investment analysts, estate planning specialists, MBAs, and Ph.D.s all dedicated to simplifying your financial life. Together, we work hard to meet your needs in a professional and responsive manner, working to provide you with a superior client experience. This collaborative approach is one of the biggest advantages of a multidisciplinary team.
By taking a multidisciplinary approach, our team here at Avidian Wealth Solutions is able to provide our clients with highly customized, efficient, and effective wealth management solutions tailored to meet them where they are in their financial journey.
Our customized plans give us the ability to bundle multiple areas of financial planning depending on your unique needs. Our wealth solutions include but are not limited to:
Many ultra-high-net-worth families enjoy the privacy, customization, and consolidation that a family office can provide them. However, they come at a steep cost. If you’re looking for a family office experience with a similar suite of services, partnering with Avidian Wealth Solutions for your wealth management will give you just that. Because we use a multidisciplinary approach, we are able to offer you customized financial solutions in a family office environment.
We understand the value your existing team of attorneys and advisors can bring to the table. In order to help you make informed decisions, we can coordinate with your entire financial team so that you don’t have to. Not only does this make your life a little easier, but it also helps us align with the other key players in your financial Rolodex to determine if your formal documents are in good order too.
Your financial needs will likely change throughout your lifetime. In instances where you’re working with a single advisor, the time may come when you outgrow their services. However, at Avidian Wealth Solutions, we grow with you. Whether you’ve decided it’s time to stop planning for retirement and enter into it or you’re looking to invest in a new business venture, our multidisciplinary team has the ability to meet the demands of what your financial future brings without you having to rebuild trust with a new advisor.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
