Avidian Wealth Solutions - The Woodlands
21 Waterway Avenue, The Woodlands, TX 77380
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Avidian Wealth Solutions - The Woodlands, located at 21 Waterway Avenue in The Woodlands, Texas, is a leading institution specializing in accounting and finance. Our team of experienced advisors is dedicated to helping executives, entrepreneurs, and families maximize their wealth and achieve their financial goals.
We offer customized financial plans and advice for high-net-worth individuals, families, and business owners in The Woodlands area. Our advisors provide expertise in tax planning, financial risk management, investment management, and more. We understand the importance of sound financial guidance and work closely with clients to create strategies that align with their long-term objectives.
At Avidian Wealth Solutions, we believe in a personalized approach to wealth management. Our advisors will develop a tailored wealth and financial plan based on your unique needs and resources, covering areas such as investments, taxes, estate planning, and retirement planning. With our proven-effective seven-step wealth planning process, we aim to simplify your financial life and help you achieve your financial goals.
Our boutique family office environment ensures that each client receives personalized attention and advice. We maintain low client-to-advisor ratios to provide the highest level of service and support. Our team of highly credentialed and experienced professionals is dedicated to handling all aspects of your financial life, including asset management, debt management, risk management, taxation, and wealth transfer.
If you're seeking wealth management in The Woodlands, trust Avidian Wealth Solutions to provide you with a customized financial strategy that meets your specific needs. Schedule a meeting with our team today to assess your current financial status and put your portfolio to the test.
Reviews
"I've found the information these folks publish to be very helpful to a contrarian investor like me, actively managing investments on my own for a decade. If I pass away suddenly or eventually need to hand that off to someone, these folks are who I've instructed my family contact to take over for me."
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