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Think Bigger. Plan Smarter.
Protect What’s Yours.
​Why Physicians Choose Avid
At Avid Wealth Partners, we understand that physicians face unique financial challenges—from complex tax strategies to managing risk and protecting hard-earned assets. Our team of experts works alongside you to optimize your entire balance sheet and design strategies that are as dynamic as your career.​
Tax-Efficient Strategies
From smart giving to cash balance plans and restructuring entities, our evolving tax playbook is designed to save you money and protect your wealth.
Comprehensive Wealth Optimization
We look at every asset, liability, and opportunity to maximize growth and minimize risk.
Asset Protection
Protect your practice, your career, and your family with targeted risk mitigation and insurance solutions.
One Firm: Two Ways to Engage
At Avid Wealth Partners, we understand that each physician’s financial needs are unique. Whether you're in the growth phase or managing a more complex financial landscape, we offer two distinct ways to engage with us:
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Comprehensive Financial Planning
Designed for physicians seeking a holistic approach, our Comprehensive Financial Planning service covers all essential areas, including:
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Investment Strategies
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Tax Optimization
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Retirement Planning
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Risk Management
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Estate & Legacy Planning
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We create a strategy that integrates your financial life to ensure your wealth is growing, protected, and optimized.
This approach is ideal for those looking for a well-rounded plan that covers all aspects of wealth management.
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Virtual Family Office (VFO) for Physicians
The Virtual Family Office (VFO) is a comprehensive solution for high-net-worth physicians with complex financial needs. Think of it as outsourcing your financial complexities—like having someone air traffic control all your financial decisions. We coordinate with your CPA, attorney, bankers, and advisors to ensure everything works together seamlessly.
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The VFO is perfect for physicians who understand the value of leveraging and outsourcing specialists. It’s ideal for those with high-net-worth portfolios, multiple income sources, or business complexities who need a strategic approach to wealth management and optimization.
Why Avid Stands Above the Rest
Beyond Advising: Where Expertise, Integration, and Independence Drive Your Wealth Forward
Boutique, Independent, and Uniquely Positioned
​As an independent firm, we’re free to choose what’s best for you—delivering unbiased advice and true fiduciary commitment.
Team Advising Approach
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Your dedicated wealth ‘think tank’ collaborates on innovative strategies, with a seamless succession plan ensuring continuity and trust.
Your Financial Plan, Evolved for Top Achievers
As a physician, you are constantly evolving—and your wealth strategy should too. Avid Wealth Partners uses the latest technology and industry-leading tools to craft a financial strategy that adapts with you.
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We Stand By Our Physicians
Avid Wealth Partners is honored to be a sponsor of the
Bexar County Medical Society's Circle of Friends (BCMS) and
Texas Indo-American Physicians Society, Southwest Chapter (TIPSSW).
We believe in supporting the physician community, not just financially,
but by giving back through organizations that make a difference.
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