Avondale offers Expatriate Wealth Management Services
to high net worth US Citizens while working abroad.
• US custodian and advisor for assets while you work abroad
• Full service financial advisory: estate, retirement, planning
• Professional investment management for "in service" rollovers
• Network of CPAs and estate planning attorneys in Texas
• We keep current in understanding your benefit plans and RSUs
• Network of bankers for lending needs in US - such as buying real property
For More Information Contact:
Sam McGee, Principal and Co-Founder
832-619-1945 Office
832-270-6292 Cell
888-686-3430 Fax
[email protected]
14825 St. Mary's Lane, Suite 255
Houston, Texas, 77079
For a complete description of Avondale's services please reference our Form ADV Part 2, which is on file with FINRA and the SEC and
can be requested from the contact information above. 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.