Wealth Management For Executives in Houston

You’ve spent so much time securing the financial future of your business, now it’s time to give equal priority to your own. Once we have a better understanding of your lifestyle, goals, and circumstances, we utilize a client-focused approach that integrates your corporate benefits with your overall wealth plan in areas including but not limited to:

• Estate planning
• Tax strategies
• Risk management
• Investment management
• Retirement planning
• Succession planning

It’s your financial vision, we just help you bring it to life.

Our approach to financial planning for business owners and corporate executives includes helping you make more informed choices when it comes to your stock options. How? We help you understand fees, maximize compensation, leverage net unrealized capital appreciation, weigh the benefits and risks of employer stock and stock options, manage distribution elections, and offer customized wealth strategies based on your comfortability and goals.

Whether you are looking for small business retirement plans or top-level retirement planning strategies in Houston, Avidian Wealth Solutions is equipped with the resources to help you plan to thrive in your retirement.

Retirement planning is an integral part of wealth management for corporate executives as it determines how and when you’ll be able to phase out of work to enjoy the wealth of your working years.

However, retirement planning is much more than simply setting aside money in a 401(k) or IRA. You’ll want to give thought to how much annual retirement income you need, where that income will come from, how your current strategies work towards those numbers, and what your plan will be for healthcare needs. These are just some of the questions we will ask when building you a retirement plan that will grant you the freedom to enjoy the wealth you’ve built.

Risk mitigation is arguably one of the most critical components of executive wealth strategies. Some of the biggest risks can come from leaving the future of your finances and your company unplanned.

Securing and preserving what you’ve built requires a greater understanding of the potential risks that can come from health care expenses, volatile markets, transferring your wealth, illness, and other unpredictable life events. Not to mention the risk you face when part of your annual compensation is based on incentive options and restricted share units.

Through our multidisciplinary approach, Avidian Wealth Solutions helps our clients plan for and mitigate risk across their entire financial plan, working to protect your annual income, and can even offer formal business succession planning in Houston to ensure a smooth transition of your company after you’re gone.

Incorporating tax-saving strategies into your private wealth management, such as gifting your employer stock to your loved ones while you’re still here, can work to minimize your tax losses now and in the future.

In partnership with our multi-disciplinary team of trusted advisors, we work with you to develop a wealth management strategy that merges the right mix of services to meet your needs including high net worth tax planning. Because we are fiduciaries and are legally obligated to act in your best interest, you can feel confident that we are providing the most thoughtful, careful tax strategies when it comes to reducing the impact of taxes across the entirety of your wealth plan.