Our Process


  • Client interview
  • Gather family, occupation, and recreational goals
  • Evaluate current financial situation in light of those goals


  • Orchestrate changes
  • Follow-through


  • Stay fluid and dynamic
  • As your stage of life changes, we help anticipate your future needs
Connecting our clients' Family , Occupational , and Recreational goals with their Money .
Our Approach

Integrated Wealth Management

bringing together investment management, tax planning and preparation, financial planning, and estate planning for a truly comprehensive approach to wealth management.

Investment Management

Globally diversified portfolios with a focus on value opportunities in the market. Our in house team of analysts, portfolio managers, and traders oversee our clients investments.


Prepared by our in house team of experts that file returns, generate tax projections, and evalute tax implications specific to situations.

Financial Planning

Crafted with our in house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process.

Estate Planning

Coordinate all aspects of our clients financial picture into their estate plans. "If it is not integrated, it is fragmented."



B. Riley FBR managing director Art Hogan, Nuveen chief investment strategist Brian Nick and Exencial Wealth Advisors CIO Tim Courtney discuss the markets, which are paring losses that were triggered by President Trump’s announcement of plans to implement U.S. tariffs on steel and aluminum.

Created On: 05/02/18

Join Tim Courtney, CIO, David Yepez and Rich Erwin in our most recent Outlook video. Tim discusses global market volatility as well as macroeconomic and microeconomic factors that may come into play later this year While Rich and David explain new stocks they're introducing to our SELECT portfolio.

Created On: 05/02/18

Join David Yepez, Rich Erwin, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.

Created On: 05/02/18


Weekly Commentary: Exencial on Fox Business - November 16, 2018

Tim Courtney, CIO of Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to examine stocks that are less vulnerable during an economic downturn.

Date: 12/10/18

Weekly Commentary: Fall Investment Team Video

We’re happy to share with you our Fall Investment Team video generated for our valued clients.

Date: 12/03/18

Estate Tax Exclusion up to 2025

This article discuss recent estate tax regulation changes up to the year 2025.

Date: 11/29/18

Weekly Commentary: Is 2018’s Market Volatility Normal?

After about a year and a half of fairly steady gains in the stock market, the script has changed in 2018.

Date: 11/12/18

Weekly Commentary: Is the 'Halloween Indicator' a Trick or a Treat?

With October coming to an end, we thought it would be a good time to address the aptly named “Halloween Indicator.”

Date: 10/26/18

Weekly Commentary: The Ebb and Flow of International Markets

Even with the market’s abrupt dip last week, the U.S. has outperformed international markets by about 6 percent per year over the last 10 years, making it look like a much safer and more lucrative bet.

Date: 10/19/18

Weekly Commentary: Making the Most of Market Cycles

Market participants are often trying to gauge where the economy is in the market cycle. Are we in the growth phase? Nearing the peak? Slowing toward a recession?

Date: 10/12/18

Three Key Themes for 2018

As we move into the fourth quarter of 2018, we look back on an interesting – and sometimes odd – year.

Date: 10/03/18

An Overview of Exencial’s E3 Process

Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” This means we can provide the best advice only when we have fully engaged clients who are willing to freely share information and exchange ideas. This philosophy is at the heart of our E3 process.

Date: 09/28/18

Can Your Small Business Benefit from the New Tax Law?

When the Tax Cuts and Jobs Act (TJCA) was passed into law late last year, a notable provision was introduced for small businesses. Certain taxpayers can now potentially receive a significant tax deduction on qualified business income (QBI).

Date: 09/28/18

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