ABOUT US
The Modern Solution for Asset Management & Financial Planning
HOW IT STARTED
Avidity Capital was built with one objective in mind – help families gain better alignment amongst future generations to preserve their family's legacy far past their time on this earth.
Our firm's mission is to bridge the gap between grandparents' or parents' expectations while positioning their next generations to live their most purposeful life through multigenerational wealth planning. We believe financial and estate plans become more dynamic and fulfilling with this approach. Because, after all, intergenerational planning is not limited to transfers of value but also values.
We focus on helping our clients control the narrative for their family's financial future. By stripping the wind from society's sails, we can understand what drives the needs and aspirations of all parties.
Theron Morgan
FOUNDER & FINANCIAL ADVISOR
Tess Ruiz
MARKETING & CLIENT COORDINATOR
A PATTERN BEGAN TO EMERGE. THE MAJORITY OF PEOPLE I SPOKE WITH WERE LESS CONCERNED ABOUT THE RATE OF RETURN IN THEIR PORTFOLIOS AND MORE CONCERNED ABOUT THE SUCCESS OF THEIR NEXT GENERATION. DON’T GET ME WRONG, EACH ONE EXPECTED RESULTS, BUT THAT BECAME MORE OF A SECONDARY. ONCE THIS BECAME APPARENT TO ME, I KNEW IT WAS TIME TO BUILD A FIRM THAT WOULD RESONATE WELL WITH ALL GENERATIONS.
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