Avondale Wealth Management: Dallas, Austin, Houston Texas

Avondale Wealth Management LLC was formed to address many of the industry shortcomings that were highlighted during the financial crisis of 2008. Our focus is to deliver thorough, holistic and independent financial advice to high net worth families and institutions. With over 40 years of combined business experience, Avondale provides asset management, liability consulting, financial / estate planning and risk management.

Investment advisory services are offered through Avondale Wealth Management LLC, a Registered Investment Advisor. Avondale generally recommends Fidelity Institutional Wealth Services as custodian for advisory client accounts. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or Avondale Wealth Management LLC are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Avondale Wealth Management LLC and Purshe Kaplan Sterling Investments are separate entities.