Secure your wealth. Simplify your life.

Avidian partners with investors, families, and business owners to support them in protecting and growing their existing wealth through:

  • Access to a suite of financial services — all included with your basic fee
  • Low client-to-advisor ratios
  • A cost-effective alternative to a traditional family office
  • Access to private real estate, equity, credit, and hedge funds for qualified clients

Our proactive, risk-sensitive approach to wealth management is built to help our clients thrive in even the most turbulent markets.

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Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Our Full-Circle Approach to Wealth Management

At Avidian, we do more than manage your investments, we provide a suite of wealth planning solutions throughout your entire financial life.







Estate planning

High-net-worth estate planning is a critical component of financial security for individuals with significant assets. We help you take advantage of strategies such as trusts, asset protection, and charitable giving while staying on top of tax law changes in an effort to protect your hard-earned assets when transitioning them from one generation to the next.

How we help:

  • Reviewing wills, trusts, and other documents
  • Confirming and coordinating beneficiaries
  • Direct collaboration with your legal and accounting teams

Learn more about our estate planning solutions.

Wealth can be complex — our process makes things simple.



Together we’ll discuss your current situation and long-term goals, analyzing your assets to pinpoint problems, gaps, and opportunities.



After testing multiple scenarios, we’ll present the safest and most effective options for you via a detailed plan and timeline.



We will coordinate with your existing attorneys, advisors, and accountants to enact our agreed-upon strategies.



We meet with you regularly to review and adjust for any changes to your situation or goals. We also can keep your key documents organized in a secure online platform.

Luke Patterson

At Avidian, our clients always come first. We maintain low client-to-advisor ratios so that you receive attentive, proactive service every step of the way.

Luke Patterson

Chairman, CEO, CEPA©

About Avidian Wealth Solutions

Avidian Wealth Solutions is an independent registered investment adviser (RIA) firm and fiduciary offering executives, entrepreneurs, and high-net-worth families a streamlined approach to wealth management.

Our multidisciplinary team and comprehensive service model are designed to help you optimize and secure what you’ve built — from your wealth to your business and beyond — all while working to limit complexity in your financial life.

Our boutique family office-style environment gives our clients access to a suite of financial services including tax strategies, estate planning, risk management, investment management, and financial planning all under one roof and for one basic fee.

You’re making your wealth happen — we help make it easier to manage.

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