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.
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 ADVFinancial professionals
Years of success
Investment
management
Financial
planning
Estate
planning
Tax
strategies
Risk
management
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.
1.
Identify
Together we’ll discuss your current situation and long-term goals, analyzing your assets to pinpoint problems, gaps, and opportunities.
2.
Recommend
After testing multiple scenarios, we’ll present the safest and most effective options for you via a detailed plan and timeline.
3.
Implement
We will coordinate with your existing attorneys, advisors, and accountants to enact our agreed-upon strategies.
4.
Update
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.
Trusted experience
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
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.