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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.
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.
Integrate your planning with your life.
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