Avid Wealth Partners

Located in Houston, Texas

Address: 17806 I-10 UNIT 106, San Antonio, TX 78257, United States

Phone: +1 210-864-3333

Rating: 5

Review 1 (2025-01-17 - Rating: 5)
Avid Wealth Partners has been an incredible support system for me and my family, especially during one of the most challenging times of our lives. After the unexpected passing of my husband, their team stepped in with so much care and expertise, helping me navigate the overwhelming financial decisions that came with that loss. They guided me through organizing our finances, ensuring my family was taken care of, and giving me peace of mind during such a difficult time.Beyond that, Avid Wealth Partners has been instrumental in securing my daughters futures. From tailored advice on saving and investing to helping me plan for my own retirement, they’ve provided clarity and confidence every step of the way. Their personalized approach and deep understanding of my family’s needs make them stand out.I can’t recommend Avid Wealth Partners enough. They’ve truly been a lifeline for my family, and I’m so grateful for their dedication and compassion.

Review 2 (2025-02-11 - Rating: 5)
Avid Wealth Partners is more than just a financial firm—they’re a guide structured to help build a stronger financial future with deliberate confidence and clarity to make the most of your money. They don’t just preserve wealth; they help you build a strong financial future through a personalized fiduciary commitment and experience.Beyond upholding its fiduciary duty and customized planning model, what sets Avid Wealth Partners apart is their collaborative expertise and strategic insight. The team analyzes market trends, historical data and patterns, and global economic shifts, leveraging top-tier resources to make informed, competitive investment decisions in an ever-evolving financial landscape. Through regular portfolio reviews and strategy sessions, clients receive personalized insights that align with your evolving vision and are refined as needed to suit your intended financial trajectory. By blending stable and high-growth opportunities, they create balanced strategies designed to achieve gains, manage risk and offer security from inflation. In whole, Avid Wealth Partners cultivate and elevate your financial portfolio with precision and foresight by taking the time to understand you so that every investment decision is guided by the clients vision and streamlines assets to maximize efficiency and growth so your dollars work for you.

Review 3 (2025-01-31 - Rating: 5)
We have been clients of Avid since their inception and are extremely pleased with the service they have provided. They have helped us put together plans to meet (and exceed) our Philanthropic Goals, Retirement Goals (Including Tax Management), Insurance/Disability/Long Term Care Coverages, and Legacy Plans. The team has become more than just advisors, they treat us like their own family and have helped create a very secure plan for whatever life may bring our way.

Review 4 (2024-08-30 - Rating: 5)
We have been working with Avid Wealth Partners for almost a decade, and we couldn’t be more pleased with the service and guidance we have received. From the beginning, they took the time to thoroughly understand our financial goals personally and for our business. They developed a personalized strategy that suited our needs.Eric is extremely knowledgeable about retirement planning, investment strategies, tax planning, and wealth preservation. He explained complex financial concepts in a way that was easy for me to understand, which gave me confidence in the decisions we made together.One of the things I appreciate most about Avid Wealth Partners is their commitment to communication. They are always available to answer my questions and provide timely updates, ensuring that I am fully informed about my financial situation.

Review 5 (2024-12-26 - Rating: 5)
I am so thankful Derek Schriver, our outstanding tax accountant, recommended we meet with the Avid Wealth Team. We finally have all of our wealth management and estate planning in the hands of Eric. He and his team have managed our portfolio well, and provided recommendations for my parents trust when they passed this year. The Avid wealth team are very knowledgeable, trustworthy and very easy to work with!

Review 6 (2024-08-30 - Rating: 5)
Ive known Eric for almost two decades and have a great working relationship with him. He is an expert in his field and has a team of solid advisors. He and his team take great care of the clients that we refer to him, and also takes care of my personal investments as well. Highly recommend for those who want a comprehensive financial advisor.

Review 7 (2024-08-30 - Rating: 5)
Eric has been taking care of me since 2009. You’ll never meet someone in this industry with a broader understanding of information needed to take care of high net worth individuals. Avid has tools in its toolbox that no one else has and they cover everything, from estate planning to financial planning and just life planning generally. Avid listens and then builds a plan around what you need, not what they want to sell you. Highly recommend!

Review 8 (2024-08-30 - Rating: 5)
Eric and the team at Avid Wealth consistently go above and beyond. They answer any and all questions about complicated finances and are always available at a moment’s notice. Eric will return a text/phone call within minutes no matter how busy he might be. I have nothing but good things to say about Avid Wealth and highly recommend them

Review 9 (2024-08-29 - Rating: 5)
The AWP team is an incredibly competent, and proactive group of professionals whom I trust my personal wealth with, and can easily refer others to. From retirement, to insurance protection, and estate planning, Avid Wealth Partners led by Eric Kala represents the best of the best. I would give 6 stars if i could.⭐️⭐️⭐️⭐️⭐️⭐️

Review 10 (2025-02-13 - Rating: 5)
Avid Wealth Partners, consistently provide me with the best financial guidance. Greatly appreciate the track they put me on to get closer to that day of retirement.

Review 11 (2024-08-31 - Rating: 5)
The planning we’ve done with the team at Avid has given my husband and I peace of mind for our future. They are highly skilled experts who care. I recommend them to everyone I know!

Review 12 (2024-09-11 - Rating: 5)
Great honest service. Great financial planning techniques. Weve been with them for the past 9 years and looking for many more.

Review 13 (2024-09-11 - Rating: 5)
Honest advise, and always helping you to grow and secure financial future for the whole family. Simply people you can trust.

Review 14 (2024-09-06 - Rating: 5)
Eric Kala and his team are fantastic. They are the go to financial advisors in Texas.

Review 15 (2024-12-28 - Rating: 5)
Very professional and accommodating to our personal needs. Highly recommended!!!

Review 16 (2024-08-30 - Rating: 5)
Great team, knowledgeable and tons of resources. Timely response to all questions and requests.

Review 17 (2023-06-15 - Rating: 5)
Its a great feeling when you have trust and confidence in your financial planner, Im happy their taking care of me.