Management
Transfer
- We collaborate with clients’ and their estate planning teams to:
- ensure their documents are up to date and in line with their wishes
- confirm account titling and beneficiary designations coordinate with their legal documents
- We help clients’ define family and charitable gifting goals, then assist with evaluating and implementing strategies
Management
- We take a comprehensive approach to managing the risks of principal (having a specific investment go to zero), volatility (the risk of needing to sell a specific investment at an inopportune time), purchasing power (inflation), and longevity (the risk of outliving your assets)
- Prudent strategies to address liquidity for estate tax funding, long-term health care needs, long-term disability, protecting your family from a premature death
Strategies
- Cash flow strategies to leverage or eliminate debt
- Cash purchase versus financing analysis
- Collateralized lending strategies
Management
- A coordinated and cost-effective investment strategy tailored for each client
- Regular progress updates
- A disciplined tax-sensitive process based on time-tested fundamentals
- We utilize the best third-party solutions we can find, no proprietary products
- Access to private offerings
Strategies
- Tax return strategic reviews
- Optimize employer retirement plan contribution and distribution strategies
- IRA and Roth IRA funding and utilization strategies
- Tax efficient retirement income strategies
- Estate tax strategies
- Tax efficient gifting strategies
&
Avidian
Team
Preston
Snow
CFP®
Executive Vice President
Partner
281-652-5303
PrestonSnow@STAWealth.com
Michael
Zdenek
Associate Wealth Advisor
281-404-5647
MZdenek@stawealth.com
Kim
Ton
Wealth Management Associate
281-652-5303
Kimton@STAWealth.com
Start Your Journey With Avidian
Contact Us
Preston Snow
CFP®, Executive Vice President, Partner
Preston
Snow
CFP®
Executive Vice President
Partner
281-652-5303
PrestonSnow@STAWealth.com
Michael Zdenek
Associate Wealth Advisor
Michael
Zdenek
Associate Wealth Advisor
281-404-5647
MZdenek@STAWealth.com
Kim Ton
Wealth Management Associate
Kim
Ton
Wealth Management Associate
281-652-5303
Kimton@STAWealth.com
Start Your Journey With Avidian
Contact Us