Michael Kuznicki is pleased to announce a strategic partnership with Avidian Wealth Solutions. Through this affiliation, Michael Kuznicki’s clients will gain access to Avidian’s broad platform and multidisciplinary advisory resources.
“We are confident that aligning with Avidian Wealth Solutions will offer our clients enhanced resources and seamless continuity of service. Our shared values of fiduciary responsibility and personalized guidance make this a natural step forward that positions everyone for greater long-term success.”
– Michael C. Kuznicki, Sr. Wealth Advisor, Avidian Wealth Solutions
Important Disclosure – In connection with joining Avidian Wealth Solutions, I am receiving certain financial benefits, some of which are dependent on client assets or revenue transitioning to Avidian. This creates a financial incentive for Michael Kunicki to recommend that clients move their accounts, resulting in a potential conflict of interest.
You are not required to transition your account and may choose to remain with your current firm or select another adviser of your choice.
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of March 31, 2026. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistently with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2025.
Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.
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The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.
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*For qualified clients only
Avidian offers executives, entrepreneurs, and families a modernized approach to wealth management. Our multidisciplinary team and boutique family office experience 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.
We operate with honesty and integrity, so you always know what to expect from us. Trust is the key to success and we strive to build upon that while keeping our focus on your goals.
Our financial planning and investment management processes are highly structured so that all factors facing investors are fully vetted and considered when selecting appropriate strategies.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power, and volatility.
We build strong working relationships through open communication and commitment. Our goal is to create a lasting partnership with you and your family over market cycles and generations.
No, your relationship with me remains the same, and your accounts will continue to be managed in accordance with your existing objectives and agreed-upon strategy.
As part of the transition, there will be administrative updates, such as new Avidian onboarding paperwork for you to review and sign. Any required client approvals or changes to your advisory relationship will be communicated clearly in advance, and your account will not be moved or transitioned to Avidian without your review and required authorization.
Your accounts will remain custodied at Schwab, and our office at West Loop South, Suite 1080, will stay in place throughout the remainder of the current lease term.
No changes will be made to your financial plan or investment strategy solely as a result of this transition. Your plan and portfolio will continue to be guided by your personal goals, time horizon, and risk tolerance.
As always, I will continue to monitor your plan and investments and may recommend adjustments over time if your circumstances, goals, or market conditions change. Any such recommendations will be discussed with you before implementation.
My day-to-day involvement with your accounts is not expected to change. I will continue to serve as your primary point of contact and remain responsible for providing advice, oversight, and ongoing relationship management. Behind the scenes, the transition will allow me to leverage additional operational and administrative support to enhance efficiency while preserving the personalized service you receive.
No. The effective rate of your investment advisory fee will not change as a result of this transition. Your fee arrangement will remain consistent unless otherwise discussed and agreed to in writing.
You will gain access to a broader platform of operational, compliance, and technology resources through Avidian Wealth Solutions. This includes enhanced reporting tools, expanded planning and investment resources, and additional service and operational support — all designed to help me serve you more effectively.
Importantly, Avidian operates as a fiduciary, meaning all advice continues to be provided in your best interest. I retain full discretion to recommend solutions I believe are appropriate for you, and no changes are required unless they align with your goals and are approved by you.
This transition is intended to support the succession and continuity planning I have wanted to put in place for my clients. It is also expected to reduce certain administrative responsibilities associated with operating my business, allowing me to devote more time to client service. Your day-to-day relationship, investment philosophy, and service approach are not expected to materially change as a result of the transition.
At Avidian, we emphasize trust and transparency at each step in our client relationships. That’s why we make it a priority to share our people and their insights with our clients on a regular basis.
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