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The primary issue facing affluent families today

Is they have taken a fragmented approach to how their wealth is managed.

Consider a different way.

Risk
Management

Cash flow strategies to leverage or eliminate debt

Cash purchase versus financing analysis

Collateralized lending strategies

Debt
Strategies

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

Risk
Management

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

Wealth
Transfer

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

Tax
Strategies

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

Asset
Management

The Avidian Way

Client
&
Avidian
Team

Click each section to learn more

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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

Snow

CFP® Executive Vice President Partner

281-652-5303

PrestonSnow@STAWealth.com

Zdenek

Associate Wealth Advisor 281-404-5647 MZdenek@stawealth.com

Ton

Wealth Management Associate 281-652-5303 Kimton@STAWealth.com

Start Your Journey With Avidian

Preston Snow

CFP®, Executive Vice President, Partner

Snow

CFP® Executive Vice President Partner

281-652-5303

PrestonSnow@STAWealth.com

Michael Zdenek

Associate Wealth Advisor

Zdenek

Associate Wealth Advisor

281-404-5647

MZdenek@STAWealth.com

Kim Ton

Wealth Management Associate

Ton

Wealth Management Associate

281-652-5303

Kimton@STAWealth.com

Start Your Journey With Avidian

CFP®
Executive Vice President
Partner

Associate Wealth Advisor
281-404-5647
MZdenek@stawealth.com

Wealth Management Associate
281-652-5303
Kimton@STAWealth.com

CFP®
Executive Vice President
Partner