Financial planning, investment management, estate planning, and more — all under one roof.
At Avidian Wealth Solutions, we optimize the wealth management experience. Instead of focusing solely on wealth or investment management, we offer a comprehensive, personalized financial plan to support your financial future.
Why does this matter? An optimized financial plan addresses many of the complexities that come with wealth including retirement planning, estate planning, risk management, tax strategies, and more.
Optimizing your financial life is simpler than you might think — to find out how, schedule a conversation with us today.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Your Avidian wealth advisor will establish 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 including:
Personalized plans to maximize resources and minimize expenses.
Avidian’s comprehensive approach to high-net-worth financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver coordinated, cost-effective strategies to meet your specific financial goals and timeline.
Proactive, research-based portfolio management and allocation.
Avidian applies time-tested investment fundamentals within our conservative approach, designed to make the most of both passive and active investment vehicles for returns and volatility. Our process is rigorous, repeatable, transparent, and executed to match your objectives and goals.
Effective tax strategies designed to reduce your tax burden.
Don’t let taxes eat away at what you’ve built. Avidian maintains a tax-sensitive approach designed to help you maximize future income, protect your assets, and optimize your contribution and distribution strategies as you plan for a sustainable financial future.
Protect and grow your wealth in any market condition.
Conservative risk management practices and principles define our approach to wealth management. Avidian helps clients implement protective strategies for more resilient portfolios, and develop customized plans to help you and your family weather the unexpected.
Preserve your legacy for the next generation and beyond.
Few things are as personal as the legacy you leave behind. That’s why our fiduciary firm provides a family office-style environment for you to develop a tax-sensitive wealth transfer plan designed to make your family and charitable gifting goals a reality.
Build toward and protect your financial future.
We offer high-net-worth pre- and post-retirees personalized support from experienced advisors who understand the unique needs of each client. These services include comprehensive, tailored advice and guidance on the most effective strategies for building and protecting wealth during retirement, while also helping manage tax liabilities.
If you want to plan for lasting financial security and genuine peace of mind for future generations, this free resource is tailored to assist you in understanding the tools that can help you prepare for, initiate, and manage your estate planning.
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
Avidian clients enjoy cost-efficient, holistic approach to customized wealth management. Our suite of services and multidisciplinary team provide solutions normally reserved for a traditional family office, all under one roof.
Our research-driven investment process is rigorous, repeatable, transparent, and crafted to optimize returns with less volatility.
*For qualified clients only
When you partner with Avidian Wealth Solutions, you’re gaining access to a multidisciplinary team of specialized wealth professionals committed to understanding your goals and offering your family advice in each foundational area of your financial landscape.
Our firm is held to the fiduciary standard, meaning that we are bound by law and professional ethics to put your interests above our own in every circumstance. As such, we provide objective advice and unbiased solutions that are in your best interest.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
