Avid Wealth Management Group, LLC

The firm provides investment advisory and supervisory services to individuals, high‑net‑worth clients, trusts and estates, and to defined‑contribution plan sponsors and participants. It offers portfolio management on both discretionary and non‑discretionary bases and also serves in fiduciary roles — acting as executor or trustee for certain estates and trusts — while soliciting and, as an independent insurance agent, selling term and whole life insurance when suitable.

Its investment process combines fundamental and technical analysis to construct diversified model allocations aimed at long‑term capital appreciation, with positions monitored daily and formal account reviews conducted at least quarterly. The firm uses a qualified custodian for client assets, prepares individualized allocations based on client objectives and constraints, and may recommend outside managers when a specialist solution is more appropriate.

Distinctive aspects include operation by a single managing member who continues to maintain a CPA license and an ongoing affiliation with a separate accounting practice that can generate cross‑referrals. The firm’s dual role as an insurance producer and adviser, and its practice of receiving referral compensation when introducing clients to other money managers, are less common among supported firms.