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.
​
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.
​
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 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