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Avidian Wealth Solutions reaches $4 billion in assets under management
Avidian Wealth Solutions, an independent registered advisor with offices in Houston, Sugar Land, and Austin, recently grew their total assets under management to more than $4 billion.
Avidian Wealth Solutions Announces Expansion Into Austin Market
Avidian Wealth Solutions has announced their partnership with Austin-based Stone Wealth Management. The two nationally recognized Registered Investment Advisory (RIA) firms are coming together under the Avidian brand name as the Houston-based wealth management firm expands into the Austin, Texas market.
Avidian Wealth Solutions Welcomes Investment Advisor, Greg Litts
Avidian Wealth Solutions announced today that experienced investment advisor Greg Litts has joined its growing team. Litts brings over 20 years of experience in portfolio management and financial analysis to the firm. Not only was Litts able to grow his own investment firm to more than $350 million in assets under management.
What to Do When Your Term Life Insurance is Ending
“It is actually a great time to revisit your need for life insurance, and whether it is adequate or too little or too much,” says Scott Bishop, a financial planner in Houston.
5 Tax and Investment Changes That Could Boost Your Finances in 2023 Amid Economic Uncertainty
Scott Bishop, a CFP and executive director of wealth solutions at Houston-based Avidian Wealth Solutions…
If You Own Bonds, Consider Tax-Loss Harvesting This Year
If you think we’re going into a recession, don’t go into high yield,” advises Scott Bishop, Executive Director of Wealth Solutions at Avidian Wealth Solutions. “Three year Treasury ETFs pay north of 3%. That’s not terrible and you won’t get taken to the cleaners
Avidian Wealth Solutions Welcomes Highly Credentialed Wealth Manager, James McGinness
Avidian Wealth Solutions is excited to welcome James McGinness as their newest wealth advisor. “James will be responsible for developing and managing client relationships for high-net-worth individuals, endowments, and foundations, …
Financial Planning: What the IRS’s $80 billion in funding means for your tax return
Scott Bishop, the executive director of wealth solutions at Avidian Wealth Solutions in Houston, said the agency would be competing for private sector accountants who get paid more.
Avidian Wealth Solutions Welcomes Highly Credentialed Wealth Manager, Jared Kenney
Avidian Wealth Solutions has recently joined forces with experienced wealth management professional Jared Kenney. Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience and a wealth of specialized knowledge and expertise.