Happy Fourth of July!
July 1, 2022
By Tim Courtney, Chief Investment Officer
The team at Exencial Wealth Advisors is wishing our clients and business associates a festive Independence Day celebration filled with family, friends, and fun. We hope you enjoy the holiday!
Exencial Wealth Advisors is an SEC-registered investment adviser. Any references to the terms “registered investment adviser” or “registered,” do not imply that Exencial or any person associated with Exencial has achieved a certain level of skill or training.
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Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm.