Comprehensive financial planning that puts you first.
Building and maintaining wealth comes with many complexities. Our fiduciary financial advisors work closely with you to assess your current financial assets, identify any potential roadblocks and build a streamlined financial plan tailored to your long-term goals.
As a high-net-worth individual, you have more than just investments and cash accounts to consider — there’s your estate, your complex assets, your tax exposure, and the risks that come with them all. As such your approach to wealth management should revolve around solving potential challenges; not just managing your money.
If you’re looking for an advisor who can help you consolidate your financial plan, the experienced professionals at Avidian Wealth Solutions are committed to helping you create a comprehensive financial plan. We work with you to streamline the complexities of wealth management, allowing you to focus more on and enjoy the things that got you where you are today.
To learn more about how we can help with your financial planning needs, schedule a conversation.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
At Avidian Wealth Solutions, we are committed to helping affluent families work toward greater security in their financial lives.
At Avidian, we strive to eliminate the complexities that come with managing wealth. Our multi-tier service model allows you to consolidate your financial life under one roof. From proactive investment management to risk management and tax strategies, our multidisciplinary team has you covered across your entire financial landscape.
Creating a financial plan once is not enough. It needs to be actively monitored and updated with an eye toward managing risk amidst ever-changing markets and regulations that can impact your financial plan and regularly touch base to verify that your plan is still up-to-date with your goals.
We focus on more than just investments – we work with you to help optimize your full financial life. Whether you’re an entrepreneur who needs to prepare for succession, a real estate investor with a complex multi-state portfolio, or a family looking to retire with enough left behind for philanthropy and future generations, our advisors can build a detailed plan to work toward your goals in various market conditions.
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
PhD
CEPAs
Just because you are in the black doesn’t mean you aren’t missing opportunities. If you currently have a wealth advisor, it’s worth asking yourself the following questions to make sure you aren’t leaving money on the table.
Avidian strives to have our clients answer “yes” to all of the above. While we understand that it can be hard to change advisors, we also know that it’s hard to worry about the safety of your finances. We do things differently so that you can gain peace of mind knowing that your financial life is proactively managed and monitored by an experienced team.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
