Private Wealth Management
A strategic partner for your wealth — and your future.
You’ve worked hard to build your wealth. Now, you want a plan to help protect and grow it with intention.
At Avidian Wealth Solutions, our Private Wealth clients typically have $1MM to $10MM in investable assets and are looking for holistic advice, proactive planning, and disciplined portfolio management. Our role is to serve as your financial quarterback — coordinating the moving parts of your wealth so you can focus on what matters most in life.
Whether you’re preparing for retirement, exploring tax-saving opportunities, or shaping your legacy for future generations, we provide an integrated suite of services designed to align with your unique goals. And because life changes, our plans adapt with you.
Let our private wealth management service help you keep your strategy relevant, resilient, and focused on long-term success.
What do private wealth managers do?
A private wealth manager is more than an investment advisor. At Avidian, we bring together a multidisciplinary team of professionals in investment management, retirement planning, estate and legacy design, risk mitigation, tax strategy, and more, all under one coordinated plan.
Below, explore the key ways Avidian helps clients like you plan to preserve and grow wealth:
Investment management
For high-net-worth individuals, investment management isn’t just about chasing returns; it’s about building a portfolio that supports your life goals while balancing risk and opportunity.
At Avidian, we offer institutional-quality portfolio management grounded in discipline, research, and diversification. We customize each strategy based on your time horizon, income needs, tax considerations, and personal risk tolerance. Our team actively monitors your portfolio and rebalances as needed to keep your investments aligned with your objectives.
We also offer access to alternative investments where appropriate, providing opportunities beyond traditional stocks and bonds to help enhance diversification and potential returns.
Additional private wealth management services
Beyond core wealth management, our Private Wealth services for high-net-worth individuals can also include:
- Asset management for a full view of your financial picture
- Charitable giving strategies to support causes you care about
- Education funding plans for children and grandchildren
- Alternative investment opportunities for portfolio diversification
Is a private wealth advisor worth it? We think so.
The value of private wealth management is the peace of mind they can bring to your investment strategy, knowing your wealth is being managed with skill, foresight, and your best interests at heart.
At Avidian, our clients see value in:
- A coordinated strategy that integrates investments, taxes, risk, and estate planning
- Objective, fiduciary guidance with your interests first, always
- Access to a team of specialists without the overhead of hiring them individually
- Proactive adjustments to keep your plan on track through life’s changes
If your wealth has grown to a level where complexity is increasing and mistakes are more costly, having an experienced advisor can make the difference between simply maintaining wealth and strategically growing it.
Ready to discuss your financial future?
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*