We are a boutique wealth management services firm located in Austin, Texas.

For over twenty years, we have been offering financial planning strategies and investment management services to a select group of high net-worth individuals and small business owners. 

A Disciplined Process

  0.1 DISCOVERY

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

 

  02. Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend.

 

  03. Implementation

The primary objective of this phase is to help implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

 

  04. Monitoring and Adjusting

We monitor our client's accounts on a regular basis to help ensure they are still performing in a way that is suitable for their investment profile.

When we discover that a client's circumstances have changed, we discuss making possible adjustments to their investment strategy.

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Comprehensive Financial Planning

Our process takes a comprehensive approach to planning that incorporates your investments, insurance, legal and accounting needs. In addition, we offer our clients a variety of valuable services including:

  • Comprehensive Financial Planning
  • Legacy, Estate, and Philanthropy Planning
  •  Tax Minimization Strategies
  • Risk Management Service and Asset Protection
  • Enhanced Portfolio Management Service
  • Frequent Communication and Education
  • Exit Planning for Business Owners

Meet Our Austin Team

Our main focus is the needs of our clients. We put all of our energy into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.

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Matt Weinheimer, CFP®

Partner, Senior Wealth Advisor

Matt brings 25+ years of professional financial experience in understanding the financial… Read More
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Jasen Wallace, CFP®

Wealth Advisor

Jasen Wallace is a CERTIFIED FINANCIAL PLANNER™ professional who helps clients answer some… Read More
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David W Bregger, CFP®

Wealth Advisor

David brings a long-term approach to planning. As a result, many of his clients, together… Read More
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Galen Rasche

Financial Professional

After spending more than 15 years serving clients in the cybersecurity space, Galen… Read More
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Crystal Lewis

Paraplanner

Crystal is a Florida native who started her financial services career in 1999. With over 22… Read More
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Mary Savage

Relationship Manager

Mary strives to provide clients with exceptional customer service through a strong work… Read More
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David Johnson, MBA

Austin Operations Manager

As the Operations Office Manager, David’s focus is on streamlining operations and improving… Read More
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Stephanie LeVeck

Office Manager

Contact Us

Hours

Monday - Friday : 9am - 5pm
Saturday - Sunday : Closed

Phone

Office: (512) 372-8118
Fax: (512) 330-9462

Address

4101 Parkstone Heights Drive, Suite 210
Austin, TX 78746

We would love to hear from you.

Exencial Resources

13 December, 2024

Evaluating the Risks and Rewards of Chasing Yield

By Tim Courtney, Chief Investment Officer

06 December, 2024

Inflation, Complacency, and the Future

By Tim Courtney, Chief Investment Officer

28 November, 2024

Happy Thanksgiving!

From all of us at Exencial Wealth Advisors, we send our warmest Thanksgiving wishes to our valued

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Weinheimer Wealth Sphere (Stand-Alone)

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Exencial Wealth Advisors | Austin

4101 Parkstone Heights Drive, Suite 210 Austin, TX 78746 | (512) 372-8118