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AVIDLY PURSUE YOUR

GREATNESS

It's not about the money, it's about what money does.

ABOUT US

At Avid Wealth Partners, we take a fresh, distinctive approach to financial planning and provide premier wealth management services to help clients use their resources and accomplish what is most important to them with simplicity and clarity.

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We are a fee-only, investment advisory firm comprising CERTIFIED FINANCIAL PLANNERS™ and other financial services professionals who focus on helping our clients achieve their financial goals.

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About
Core Beliefs

Tax-Smart Comprehensive Financial Planning

Tax-Aware

Wealth Management

Institutional Wealth Leveraging & Private Bank Lending Solutions

Retirement Distribution Planning 

Wealth and Business Transfer Strategies 

Asset Protection & Risk Management

Contact

CONTACT US

EILAN OFFICES, 17806 W INTERSTATE 10, STE 106, SAN ANTONIO, TX 78257

MAIN: (210) 864-3333 | FAX (210) 864-3332

TOLL: 866-922-AVID  |  HELLO@AVIDWP.COM

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