Wondering how a boutique family office can help serve your family’s unique needs? Learn how we offer tailored solutions that go beyond traditional wealth management. https://lnkd.in/gVTfF2fa
Avidian Wealth Solutions
金融服务
Houston,TX 1,334 位关注者
Independent investment management and financial planning firm serving our clients first.
关于我们
Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency. Disclosure: Avidian is a registered investment adviser. This platform is for informational purposes only. Investing involves risk and possible loss of principal. Comments by viewers or third-party rankings are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Avidian does not provide compensation for “likes” or “endorsements” on this platform. Third-party rankings/rating will disclose the parameters that were used in the consideration in a hyperlink or directly under the ranking/rating. The opinions expressed herein are those of the firm and are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other areas of the firm and are for general informational purposes as of the date indicated. Avidian believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.
- 网站
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https://avidianwealth.com
Avidian Wealth Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Houston,TX
- 类型
- 合营企业
- 创立
- 2003
- 领域
- Financial Planning、Investment Management、Private Placements和Insurance
地点
Avidian Wealth Solutions员工
动态
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The sunset of the TCJA in 2025 may mean higher taxes for high-net-worth individuals. Now is the time to review your tax strategy. https://bit.ly/3OaSfpv
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Significant changes to federal itemized deductions are coming in 2026. Start preparing now to maintain tax efficiency and minimize liabilities. https://lnkd.in/g9Uw5WaH
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Potential changes to the State and Local Tax (SALT) deduction could increase the tax liability of high-net-worth families. Let’s discuss strategies that can work for you before these changes take effect. https://bit.ly/4hBcnOU
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Philanthropy and legacy building are essential parts of a robust family wealth plan. Through charitable giving, multi-generational trust planning, and professional guidance, your values and impact can extend beyond your lifetime. Let Avidian Wealth Solutions help guide your path to success. https://bit.ly/3BTeygH
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Preserving and growing wealth requires a proactive approach. From tax management to succession planning, these strategies can work to better secure your family’s financial legacy. https://bit.ly/3BTeygH
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Believe it or not, this week is National Estate Planning Awareness Week! Let Avidian help you preserve your legacy for generations to come. https://lnkd.in/ggqs_2Rp
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The Alternative Minimum Tax (AMT) is often overlooked by high-net-worth investors. Make sure you understand its impact and how to plan around it. Learn how Avidian can help: https://lnkd.in/gJGi2r4b
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At Avidian, our female wealth advisors are not just leaders — they’re trailblazers in financial planning. Meet Jenny Fleming, one of the women making a difference. Learn about our team: https://lnkd.in/gwxpaj-r