If you are looking for the right financial advisor in Sugar Land, TX, Avidian Wealth Solutions offers high-net-worth investors a suite of financial planning services designed to minimize risk and simplify your financial planning. Our boutique family office offers high-net-worth individuals financial advice and other customized financial services that aim to meet a wide range of needs.
Your Avidian wealth advisor will establish and regularly update a personalized wealth and investment plan based on your goals, needs, and resources. Our team takes an active approach to help you make informed and confident decisions as you experience life events and reach milestone ages.
To help you create cohesion across your financial plan, we offer financial services in Sugar Land including:
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Avidian’s proven-effective seven-step wealth planning process can assist high-net-worth individuals to make the most of their financial circumstances. We handle retirement planning, estate planning, and everything in between so that you can spend time enjoying the things that matter most to you.
Our boutique family office provides families access to a one-stop shop for high-net-worth wealth management. We provide a level of personalized service, experience, and resources typically reserved for the wealthiest families in the nation — all under one roof.
Who you choose as your financial advisor in Sugar Land, TX matters. The fiduciary financial advisors from Avidian Wealth Solutions are fully dedicated to making a positive impact on the lives of our clients and their loved ones. We take the time to understand our client’s financial goals and develop tailored strategies that are designed to help them achieve their dreams.
Avidian Wealth Solutions is a team of financial advisors in Sugar Land, TX that are dedicated to simplifying your financial life and helping you meet your long-term goals. We work in highly specialized teams of Certified Financial Planners™, Houston RIA advisors, investment analysts, estate planning specialists, MBAs, and PhDs, all bringing an array of specialties to the table. Together, we strive to provide our clients with comprehensive financial advice and strategies that make sense for their individual financial landscapes.
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
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
