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INTEGRATED BEATS FRAGMENTED
Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” We believe coordinating investment management with every other area of your financial picture like planning, taxes, estate, and risk improves outcomes.
This integrated plan only gets you so far without great execution. We bring this plan to life with our E3 process where we Evaluate, Execute, and Evolve as our clients’ lives unfold and needs change.
LEARN ABOUT OUR INTEGRATED SERVICE PLATFORM
ACCOLADES
We’ve been recognized for how we help our clients achieve their family, occupational and recreational goals.
FOR EACH ASPECT OF YOUR FINANCIAL PICTURE
Our experienced team will guide you through each part of the process, whether it’s your first time working with an advisor or your fiftieth. These are just some of the tax planning services we offer:
INVESTMENT MANAGEMENT
Customized portfolios to best fit your stage in life. Our open architecture platform lets us provide what is in your best interest from individual securities to institutional quality private investments.
ESTATE PLANNING
We help draft documents or interpret existing ones to make sure they accomplish our clients’ intentions. Our clients value our summaries and flow charts of their plans.
FINANCIAL PLANNING
Plans are crafted with an expert from our team of 9 CPAs and 10 CFPs with skillsets including retirement planning, tax projections, and balance sheet preparation.
TAX AND ACCOUNTING
Our team of experts coordinates and executes income tax projections and tax return filing. We coordinate this service with investment management, financial planning, and estate planning to simplify our clients’ lives.