If you are searching for a wealth management firm to guide you around the ins and outs of retirement tax planning in Houston, Avidian Wealth Solutions is a firm like no other. Here is what we can offer prospective clients that allow us to stand out amongst other firms.
Fiduciary financial advisors
The financial advisors at Avidian Wealth Solutions are held to the fiduciary standard of care which means that our firm is legally obligated to act in your (the client’s) best interest. As fiduciary financial advisors, we will always be fully transparent about our processes with our clients. This can include disclosing any conflicts of interest, communicating to you openly about your options, and only making decisions that align with your financial goals and risk tolerance.
Our services are tailored towards your specific financial circumstances and every decision is made with you and your goals in mind.
In financial planning, your needs cannot always be met with just one advisor assisting you. Unlike most other wealth management firms in the area, Avidian operates in highly-specialized and experienced multi-disciplinary teams to provide our clients with a comprehensive approach to financial planning. This structure allows us to view your financial plan as a whole and make decisions based on how each aspect of your financial plan affects one another. This feature is incredibly beneficial for high-net-worth individuals looking for advice on tax planning for retirement.
Boutique family office experience
Avidian is making the family office model more accessible for everyone from high-net-worth families to large and small business owners and entrepreneurs. As a boutique family office, our services are similar to that of a single-family office — however, we are able to offer you a wide range of financial services, such as planning for taxes in retirement, with more customization capabilities, and in a more cost-effective manner than a traditional family office. By partnering with our firm for your financial needs, you’ll gain access to the first-class treatment you’d get in your own family office, but without the steep overhead.