Our Process


Evaluate

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

Execute

  • Orchestrate changes
  • Follow-through

Evolve

  • 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.

Tax

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."

videos


NEWEST VIDEOS

Tim Courtney, CIO of Exencial Wealth Advisors, provides an update on recent market activity

Created On: 12/17/18

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

articles


MOST POPULAR ARTICLES
The Importance of Financial Planning

Dan Routh discusses the importance of Financial Planning

Date: 01/03/19

3 Market Developments to Watch in 2019

In this article, we’ll identify the three most important economic considerations for markets to keep an eye on entering the New Year.

Date: 12/21/18

SELECT Strategy: Quality Companies Designed to Navigate Turbulent Markets

A primary goal of Exencial’s SELECT equity research is to build a list of companies that are leaders in their respective industries. Our in-depth analysis of factors like revenue growth, profit margins, future prospects and industry influence allows us to identify companies that are driving forces in the market.

Date: 12/21/18

Weekly Commentary: 2018: An Odd Year for the Market Comes to a Close

There’s no doubt 2018 has been an odd year for the stock market. Fundamentals that typically indicate great market health haven’t led to great performance.

Date: 12/21/18

Exencial on Fox Business

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

Fall Investment Team

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

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

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