Research-based, time-tested portfolio management for high-net-worth individuals, families, and business owners.
Avidian Wealth Solutions is a private wealth management firm made up of highly credentialed and experienced financial professionals from across disciplines and sectors. Whether you’re looking for the best portfolio allocation to complement your retirement planning, an RIA advisor in Austin who can help you manage your investments, or someone to manage your estate planning in Austin, our team at Avidian Wealth Solutions is prepared to guide you.
We take a holistic approach to managing investments and building balanced, diverse portfolios using time-tested fundamentals and a disciplined approach. To find out more about how Avidian’s wealth management strategy can help anyone looking for investment management in Austin reach their long-term goals, schedule a consultation with us today.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Is it worth getting an asset manager in Austin? Managing an investment portfolio well is not something that can be done part-time. Opportunities and vulnerabilities appear every day, and unpredictable fluctuations have a significant impact on your portfolio’s performance, and therefore your future.
Our multidisciplinary team consists of certified financial planners, risk assessors, compliance monitors, and more — and their one goal is meticulous management of every position in your portfolio, to maximize overall gains and minimize risk.
We also offer our qualified clients the opportunity to explore a handful of alternative investment strategies, including access to private securities that are not publicly available. Accessing private securities can offer potential investors significant returns, but also carry more inherent risk than trading publicly traded securities. Anyone that desires to invest in private securities should have them rigorously researched by professionals that they trust before investing.
Tax implications are complicated. Most investors have a handle on how much they’ll owe due to the Texas capital gains tax or dividend tax, but high-net-worth investors generally have portfolios that require significant tax planning, as seeking tax deductions and advantages can have a significant influence on overall returns.
Do you know whether some investments in your portfolio would better serve you as short- rather than long-term gains? Are you getting all of the benefits that you can from any tax-advantaged accounts? Are you sure that you are up to date on all of the frequently changing tax laws surrounding every type of asset in your portfolio?
The tax planning specialists at Avidian know. Our Austin investment advisors use innovative technology to build tax-efficient, “stress-tested” portfolios tailored to our clients current financial situation and their long-term goals.
The financial planners in our Austin family office-style environment implement a risk management system based on our state-of-the-art technology and the expertise of our multidisciplinary staff. We diversify your portfolio across asset classes and sectors to help protect you from market volatility, measure liquidity and adjust to keep your portfolio protected and rebalance regularly to make sure that we can act, rather than react to the market.
If you want to plan for lasting financial security and genuine peace of mind for future generations, this free resource is tailored to assist you in understanding the tools that can help you prepare for, initiate, and manage your estate planning.
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
CHFC
PhD
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
