Who We Serve
Comprehensive financial solutions for high-net-worth business owners, families, and professionals. Fiduciary partnerships for endowments and foundations.
At Avidian Wealth Solutions, our highly specialized and experienced multidisciplinary professionals work collaboratively to offer ongoing wealth solutions tailored to your individualized needs.
We start by understanding your personal, business, and family goals so that we can create a customized plan that addresses your specific objectives. We then craft a plan that delivers personalized advice in asset management, debt management, risk management, taxation, wealth transfer, and more.
Our approach is based on the principles of long-term planning and implementation, designed to help you reach your desired outcomes over the long term no matter what life throws at you.
Billion in client assets under management *
Financial professionals
Years of success
Personalized solutions designed to meet unique wealth needs
Business owners and executives
Whether you’re a business owner looking for small business retirement solutions or need advice for tax planning and growth strategies, Avidian Wealth Solutions can help. Our team of experienced professionals will work with you to create a customized financial plan to help manage risk and plan for the sustainability of your business.
Individuals and families
We understand that each family has its own unique finances, goals, and needs. To set you up for the best outcomes, our experienced financial professionals will build a custom plan that aims to meet your specific objectives whether it’s wealth transfer planning, estate planning, retirement income solutions, or insurance coverage.
Pre- and post- retirees
We offer a suite of retirement solutions to help pre-retirees and retirees work towards a secure financial future. Whether you’re looking for tax planning strategies, investment advice, or retirement income solutions, our experienced advisors can create a customized plan based on your unique goals.
Energy professionals
Our team has the capability and knowledge needed to help energy professionals address their unique financial needs. We can help you create a customized plan designed to minimize risk and maximize growth potential. Whether you need advice on asset management, insurance coverage, or maximizing your benefits package, our advisors are here to provide the guidance you need.
Medical professionals
Avidian Wealth Solutions offers financial planning services specifically tailored to the needs of physicians, such as advice on asset management, insurance coverage, retirement income solutions, investment management, and wealth transfer planning.
Foundations and endowments
Our team acts as your co-fiduciary and financial companion to help guide your private foundation or endowment in your greater mission, focusing on long-term sustainability through personalized portfolio management while offering ongoing support and education.
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*