Avidian Wealth Solutions

Will the Trump Tariffs Keep Inflation Sticky? ?? In this episode of The Lowdown, Michael Smith and Sr. Portfolio Manager Kevin Lennox, CFA?, CFP?, analyze the latest CPI report and key economic trends. They break down how tariffs, Federal Reserve policies, and U.S. debt refinancing could shape inflation and market movements. Get expert insights on navigating today’s economic landscape—watch the full discussion here: https://lnkd.in/guqnqssn and subscribe to @avidianwealth for more in-depth financial analysis.

Is Your Wealth Advisor Optimizing Your Estate? ?? Traditional estate planning isn’t enough for ultra-high-net-worth individuals. With the upcoming 2026 tax sunset and ever-evolving regulations, a customized, proactive approach is essential to preserving and transferring wealth efficiently. At Avidian Wealth Solutions, we go beyond the basics—implementing advanced estate strategies that minimize tax exposure and protect assets. We believe your legacy should be passed down according to your vision. If your current advisor isn’t optimizing your estate plan, it’s time to explore better options. Take control of your estate strategy before tax laws change. Visit avidianwealth.com to schedule a consultation.

Preventing Wealth Dissipation ????? Building wealth is one thing—preserving it for future generations is another. Without a strategic legacy plan, wealth can quickly erode due to poor financial habits, entitlement mentality, and lack of proper safeguards. At Avidian Wealth Solutions, we help ultra-high-net-worth families implement customized estate plans that instill financial responsibility while ensuring long-term wealth preservation. From trust provisions to structured wealth transfers, we create strategies that aim to protect your legacy. Secure your family’s financial future with skilled planning. Visit avidianwealth.com to learn more.

Elevate Your Career at Avidian ?? At Avidian, we empower advisors with the freedom to serve clients the right way, a future built for long-term success, and a culture that fosters collaboration and growth. If you're looking for a firm that values your expertise and supports your career, Avidian could be the right fit. Visit avidianwealth.com to learn more about opportunities our career opportunities

Are You Maximizing Your Depreciation? Tax laws are changing, and the window to maximize your depreciation benefits is closing. With the phase-out of 100% bonus depreciation and potential restrictions on Section 179 deductions, high-net-worth individuals and business owners must act now to optimize their tax strategy. At Avidian Wealth Solutions, we help clients navigate complex tax landscapes with proactive planning tailored to their unique financial goals. Don’t let valuable tax-saving opportunities slip away—strategic action today can lead to significant long-term savings. Schedule a consultation to secure your financial advantage before these benefits expire. Visit avidianwealth.com to learn more.

?? What We Mean by Risk Management At Avidian Wealth Solutions, we believe effective risk management goes far beyond basic life or umbrella insurance policies. By leveraging advanced technology and a multidisciplinary approach, we help protect and grow your wealth with comprehensive strategies tailored to your unique needs. From mitigating portfolio volatility to planning for significant life events and addressing business risks, like debt and large purchases, our proactive measures help you confidently navigate uncertainty. Don’t just expect the unexpected — plan for it. Let Avidian guide you in safeguarding your financial future. Start building your plan today at avidianwealth.com.

The Goal of Modern Space Travel: Connection ?? Did you know that a major focus of today’s space industry is establishing low-earth orbit communications, like Starlink? In our latest YouTube short, industry expert Jim Cantrell explains how dollars are being spent to bring the world closer through advanced technology in space. Don’t miss this insightful breakdown — watch the full video on Avidian's YouTube channel and explore how innovation is reshaping our world. Visit our channel to learn more: https://lnkd.in/gZGXjQj3

?? Advisor Spotlight: Michael Zdenek, Wealth Advisor, CFP Meet Michael Zdenek, who joined Avidian Wealth in 2021 as an Associate Wealth Advisor. With a bachelor’s degree in Economics from Texas A&M University and his CFP designation earned in 2022, Michael works closely with clients to develop tailored financial plans that help them achieve their goals and secure their futures. Before joining Avidian, Michael honed his skills as a Private Client Advisor at J.P. Morgan Chase, where he provided personalized financial guidance to affluent clients. Outside the office, Michael enjoys spending time outdoors with his wife and children and giving back to the community through his volunteer work at Houston’s First Baptist Church. We’re proud to have Michael as part of the Avidian team, where his passion and expertise make a meaningful difference in the lives of our clients. Learn more about our team and schedule a consultation at avidianwealth.com.

Private Credit vs. Public Markets: Which Offers Better High-yield Opportunities? When it comes to high-yield opportunities, private credit stands out as a compelling alternative to public markets. With tailored terms, elevated return potential, and lower sensitivity to market volatility, private credit provides exclusive advantages for high-net-worth investors. At Avidian Wealth Solutions, we help clients explore how private credit can enhance their portfolios with strategic and personalized guidance. Ready to take your portfolio beyond the status quo? Schedule a consultation at avidianwealth.com.

Cash is KING — but only when it’s put to work. Sitting on cash might feel secure, but it can lead to “cash drag,” where idle funds miss out on higher returns. By leveraging cash for alternative investments, you can secure consistent cash flow, negotiate below-market deals, and grow your wealth without relying on stock market swings. Even Warren Buffett holds cash strategically, waiting for the perfect opportunities. Let Avidian Wealth Solutions help you make your cash work harder. Schedule a consultation today at avidianwealth.com.