AVIDLY PURSUE YOUR

GREATNESS

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

© 2020 by Avid Wealth Partners

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Check the background of your financial professional on FINRA's BrokerCheck

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INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. 

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GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

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The content is developed from resources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult your legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security

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