At Exencial, our main priority is delivering superior advice and execution, which is why we are thrilled to announce the acquisition of Willingdon Wealth Management.
Based in Huntersville, North Carolina, Willingdon Wealth Management is an independent registered investment advisor that specializes in customizing investment portfolios with individual securities to meet clients’ unique financial needs.
We are eager to collaborate with the Willingdon team to enhance our service offering in areas such as investment management, holistic financial planning, estate planning, trustee services and charitable giving.
Starting June 1, 2020, we will onboard 16 new employees to our roster, including five CFA charterholders.
This partnership will ensure our growth and commitment to serving our clients and their families. If you have any questions about this acquisition, please click here for more information or consult your Exencial advisor.
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