Have you ever advised your children to do something, and they either pushed it off or ignored it entirely, but the moment somebody other than their parents suggests the same thing — they begin to act? Well, don't worry, you're not alone. And it wasn't too long ago that you were probably doing the same thing to your parents.

Avidity Capital was designed to help solve this. We partner with our clients to help align each generation of their family by bridging the gap between one's expectations and another's desires. We understand you have their best interest in mind, but sometimes it's easier to hear it from somebody else. We will serve as the conduit that helps bring all parties to the table to level-set expectations.

In the wealth management space, we focus a lot of time on money, but we believe that is only half the equation. Every parent or grandparent has a unique set of values that they intend for their next generation to inherit. We will serve as your family’s advisor to prepare your next generations to live their most purposeful lives while assisting you with any important decisions that need to be made.

Avidity Capital will help by taking a seat at the table alongside you to advise and counsel essential decisions. We work directly with your attorneys and CPAs to ensure all parties are aligned and assist in working towards your desired outcomes.