Our team at Avidian Wealth Solutions understands the unique needs of high-net-worth clients and is committed to providing you with a customized financial plan that helps you meet your short- and long-term goals.
We strive to create innovative solutions tailored to your specific circumstances and provide sound investment advice that takes into account current and potential future market conditions. Our in-depth knowledge of estate, retirement, and trust planning can help you grow and protect your wealth, helping you pass on a legacy you can be proud of.
Plans created to protect your wealth
Rather than trying to make your financial goals fit in a prepackaged plan, everything we do is customized to your objectives, dreams, and values. Furthermore, our approach to Austin private wealth management incorporates risk strategy into everything we do.
By taking into account market volatility, changes in governmental policy, your family’s health history, or other potential issues such as a job loss or an unexpected death in the family, we help you set a plan in place that doesn’t just predict future risks, but also prepares for them.
Your best interests in mind. Always.
As fiduciary financial advisors in Austin, our firm is legally required to provide you with the utmost care, always making decisions with your greater interests in mind. Our approach to fees is conservative and we don’t make commissions for portfolio management, nor do we sell you unnecessary products. As an independent firm, our interests are always yours and yours alone.
A multi-disciplinary team dedicated to your needs
Our team of Certified Financial Planners™, investment specialists, CPAs, investment analysts, estate planning specialists, and MBAs work together to provide you with professional and responsive services. Our combined specialties give us the knowledge needed to simplify your financial life, allowing every aspect to be handled in one place. We offer you an unparalleled client experience, keeping in consistent communication with you every step of the way.