TT is proud to be partnering with Avidian Wealth Solutions! While TT will no longer be operating under its original name, clients can expect an even deeper level of service and expertise from the expanded team at Avidian.
As a fiduciary wealth management firm, Avidian works strictly in favor of our client’s best financial interests. Our multidisciplinary team includes Certified Financial Planners™, investment specialists, and MBAs working together in a family-office style environment to simplify the complexities of high-net-worth wealth management.
We’re thrilled to embark on this new chapter and are available to answer any questions you may have during the transition.
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of September 30, 2025. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistent with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2024.
Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.
Investment
management
Financial
planning
Estate
planning
Tax
strategies
Risk
management
The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.
How we help:
Learn more about our investment management strategies.
*For qualified clients only
At Avidian Wealth Solutions, we provide wealth planning solutions personally crafted to help you achieve financial stability, meet your long-term goals, and develop a plan for the future.
Risk Management is an important component of our financial planning and asset management process. We strive to assist our clients in prudently addressing longevity, purchasing power, volatility, and principal risks.
Our financial planning and investment management processes are structured to ensure that all factors facing investors are fully vetted and considered when selecting appropriate strategies.
Creating unique solutions around every unique client, we focus on your best interest at all times.
There are no changes to how your account(s) are managed or serviced. Your relationship with [Team/Advisor Name] remains the same, and your accounts will continue to be managed in accordance with your existing objectives, and agreed-upon strategy.
As part of the transition, there will be administrative updates such as new Avidian onboarding paperwork to sign. Any required changes will be communicated clearly in advance, and no action will be taken without your review and explicit authorization.
No changes will be made to your financial plan or investment strategy solely as a result of this transition. Your plan and portfolio will continue to be guided by your personal goals, time horizon, and risk tolerance.
As always, [Advisor Name(s)] will continue to monitor your plan and investments and may recommend adjustments over time if your circumstances, goals, or market conditions change. Any such recommendations will be discussed with you before implementation.
Your advisor’s day-to-day involvement with your accounts is not expected to change. [Advisor Name(s)] will continue to serve as your primary point of contact and remain responsible for providing advice, oversight, and ongoing relationship management.
Behind the scenes, the transition will allow your advisor to leverage additional operational and administrative support, which is intended to enhance efficiency while preserving the personalized service you receive.
No. The effective rate of your investment advisory fee will not change as a result of this transition. Your fee arrangement will remain consistent unless otherwise discussed and agreed to in writing.
By joining Avidian, [Team/Advisor Name] gains access to a broader platform of operational, compliance, and technology resources designed to support advisors and their clients. This may include enhanced reporting tools, expanded planning and investment resources, and additional service and operational support.
Importantly, Avidian operates as a fiduciary, meaning advice continues to be provided in your best interest. Your advisor retains discretion to recommend solutions they believe are appropriate for you, and no changes are required unless they are aligned with your goals and approved by you.
At Avidian, we emphasize trust and transparency at each step in our client relationships. That’s why we make it a priority to share our people and their insights with our clients on a regular basis.
Avidian is much more than a group of financial advisors. Meet the multidisciplinary team that provides knowledgeable, family office-style support to our clients.
Our team regularly shares new video content and in-depth market insights on our blog. Explore our library and catch up on our latest updates.
Don’t miss out on our latest updates or insights — follow us on LinkedIn and stay up to date with what’s happening at Avidian.
