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CLIENT RELATIONSHIP SUMMARY (CRS)

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Investment advisory services offered through Avid Wealth Partners, LLC, a registered investment adviser.

Advisory services are only offered to clients or prospective clients where Avid Wealth Partners, LLC 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 Avid Wealth Partners, LLC unless a client service agreement is in place.

The content of this website 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 our 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.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Insurance products offered through Avid Risk Management LLC.

Avid Wealth Partners is the marketing DBA name for Avid Wealth Partners LLC, Avid Risk Management LLC, Avid Consulting LLC, and Avid Capital LLC.

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