Avid Wealth Partners

Avid Wealth Partners is a financial planner in San Antonio, TX. The firm delivers wealth management for wealth creators, business owners, and their families, offering integrated wealth strategy, tax‑strategy and optimization, business planning and strategy, retirement distribution planning, wealth and business transfer strategies, and asset protection and risk management. It serves clients throughout the San Antonio area and carries a 5.00 rating from reviewers.

Avid Wealth Partners operates as a fee‑based investment advisory firm staffed by Certified Financial Planners™ and other financial‑services professionals. The team includes CEO and Private Wealth Advisor Eric Kala, Chief Operations & Compliance Officer Alicia Fuschak, and additional advisors such as Dan Reinke and Russell Stehling, each holding a range of credentials that include CFP®, CPWA®, CBEC®, CIMA®, RICP®, CLU®, ChFC®, and AEP®. Their approach emphasizes a fresh, distinctive method to financial planning that aims for simplicity and clarity while helping clients achieve their financial goals. The firm also partners with Wealth.com to provide foundational estate‑planning services, supplying essential documents such as wills, powers of attorney, and revocable trusts, along with one‑on‑one guidance, notarized signing sessions, and a year of access for updates.

With a fee‑based, credentialed team delivering comprehensive financial planning, Avid Wealth Partners serves as a dedicated wealth‑management resource for residents of San Antonio.

Services:

• Business Planning
• Estate Planning
• Financial Planning
• Risk Management
• Wealth Management