We Strive to Help Our Clients Define and Pursue Their Financial Goals.

Avedis Wealth Management, Inc is an independent financial services firm located in Carlsbad, California. Our goal for each client is to help them pursue financial confidence through education, proper planning, investment selection, investment monitoring, and help ensure their personalized strategy is protected against unforeseen events.

We offer a boutique level of service for a manageable client base. We are not focused on serving a high quantity of clients, but rather on developing fewer and more meaningful relationships with the families we serve that will span from one generation to the next.