client meeting


  • 20years of success.
    Founded in 2003.
  • 66Financial
  • $4Billion Client Assets
    under management

Does market volatility make you anxious about your financial future?

Market volatility doesn’t have to be a source of stress — at least not if you’re working with the right wealth manager. Market volatility isn’t going away anytime soon but that doesn’t mean it has to undermine what you’ve built. By partnering with Avidian Wealth Solutions for your investment risk management, you can feel confident that our team is implementing protective measures that plan for and expect the unexpected.

Fiduciary, research-based, comprehensive, and continuous investment risk management

Avidian Wealth Solutions is a fiduciary wealth management firm, meaning that we are legally obligated to make financial decisions in your best interest. When it comes to determining and planning for risk, this is the exact type of trusting relationship you need to have with your investment risk manager.

When you partner with us to develop and manage your investment risk management strategy, your research-based investment portfolio will be customized to your goals, vetted, and monitored with target two primary goals: favorable returns and below-average volatility.

Evaluate portfolio diversification and asset allocation

Are your investments working as hard as you do? With the wrong advisor, you could very likely be missing opportunities to enhance and secure the wealth that worked so hard to build. Avidian Wealth Solutions can provide a qualified second opinion.

Our investment risk management strategy can guide you in determining the safest way to diversify your portfolio and allocate your assets depending on your financial goals (such as estate planning or retirement), tax strategy, and risk tolerance.

Types of investments we may consider include:

  • Stocks and bonds
  • Mutual funds
  • Corporate bonds
  • 401(k)
  • Exchange-traded funds (ETFs)
  • Annuities
  • College savings plans
  • Health savings accounts
  • And more

We have the ability to source, review, and determine, on a fiduciary basis, which of our clients will be candidates for specific investments.

Consider your risk tolerance and lower portfolio volatility

When it comes to risk management in financial planning, your tolerated risk is the main factor used to determine which protective measures we take to meet your objectives. We’ll start by determining the level of risk you’re most comfortable with. Based on this determination, our team meticulously monitors your portfolio, reallocating or selling investments as necessary to maximize your returns while protecting your underlying investment capital.

When needed, we’ll meet with you to discuss strategies to lower your portfolio volatility which may include rebalancing your portfolio or tax-loss harvesting.

Advice on the safest places for your retirement investments

Thriving in retirement is all about having the right information and the right team on your side. With Avidian Wealth Solutions, both of those are a reality. We offer retirement planning for high-net-worth individuals that take your risk tolerance into consideration, working to protect the future you’ve been saving for.

As your financial partner, we help you determine the safest place for retirement money, consider various aspects of your retirement income, and plan for the next generation throughout all stages of your retirement from planning to conception.

Luke Patterson
Luke Patterson CEO, CIO