Unlock the diversification potential in your financial assets.
While acquiring and managing various investments can provide additional value to portfolios in need of diversification and balance, it can also represent serious added complexity for investors unfamiliar with asset management.
Whether you already have a well-established portfolio and are looking to expand its diversity, or you’re just getting into the asset management game, Avidian Wealth Solutions is here for you.
At Avidian Wealth Solutions, we offer much more than just financial planning; our team of multidisciplinary professionals collaborates to align your financial life with your goals, no matter where you are in your journey. If you’re interested in exploring the possibilities made available by the world of differing financial assets, take the next step by contacting Avidian Wealth Solutions today.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
An asset management company is a type of financial institution that specializes in investments and asset management. They manage a variety of assets including stocks, bonds, mutual funds, ETFs (exchange-traded funds), and other securities. Asset managers can be individuals or companies who handle portfolios for their clients, giving advice on the best way to allocate resources in order to maximize returns.
So, what is the difference between asset management vs. wealth management? Asset management focuses on the management of specific assets, while wealth management is a larger field that includes asset management but can also encompass financial planning and advice for other areas of a client’s wealth, such as succession planning.
At Avidian Wealth Solutions, we offer customized wealth management services that can go beyond just asset management to help you unlock diversification potential within the various areas of your existing portfolio.
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
Avidian Wealth Solutions makes boutique family office investment management available to high-net-worth individuals, business owners, and executives and their families. We help optimize your wealth by centralizing the many aspects of your family’s wealth management so that we can present you with tailor-made solutions to unique problems.
Asset wealth management is often just a part of an individual or family’s broader estate planning strategy. Our team has experience helping our clients consider the tax implications of their assets so that they can make more informed decisions on how to strategically balance their portfolios with their long-term vision in mind. Additionally, we can help individuals and families plan for their future, which includes making decisions about how assets will be managed and distributed upon their death or incapacitation.
Risk is inherent to building wealth. Those who successfully build lasting wealth are often the ones who understand this risk, and rather than living with it, attempt to mitigate it. The multidisciplinary team of fiduciary financial advisors at Avidian Wealth Solutions offers sophisticated financial risk management services, utilizing cutting-edge technology and sharp, risk-averse financial minds.
Taxes may be the only thing in life more consistent than risk, and investment assets in particular can come with a unique set of complex tax implications that serve as a barrier to entry for many would-be investors.
Avidian offers tax planning strategies that allow high-net-worth individuals to build tax-efficient investment portfolios, and help them lower their overall tax burden. If you’re looking into asset management to diversify your portfolio and grow your wealth, don’t forget that you need to implement the correct tax strategies if you want to meet your goals.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
