Exencial Wealth Advisors Exencial Wealth Advisors
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Exencial Wealth Advisors

Exencial Wealth Advisors

Asset Allocation, Portfolio Allocation, Inflation Hedging & Cash Flows

June 2, 2021
Asset Allocation, Portfolio Allocation, Inflation Hedging & Cash Flows

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Net Unrealized Appreciation, Company Stock, 401k Withdrawal, Roth IRA | Alex Klingelhoeffer

June 2, 2021
Net Unrealized Appreciation, Company Stock, 401k Withdrawal, Roth IRA | Alex Klingelhoeffer

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Market Trends and Inflation Insights: Tim Courtney on Bloomberg Radio

May 28, 2021
Market Trends and Inflation Insights: Tim Courtney on Bloomberg Radio

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Integrated Income Planning | Jared Snider | Exencial Wealth Advisors

May 28, 2021
Integrated Income Planning | Jared Snider | Exencial Wealth Advisors

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Household, Corporate and Government Debt

May 21, 2021
Household, Corporate and Government Debt

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Energy Industry Retirement Webinar

May 18, 2021
Energy Industry Retirement Webinar

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The Great Inflation Debate

May 14, 2021
The Great Inflation Debate

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Government Spending and the Market’s Reaction

May 7, 2021
Government Spending and the Market’s Reaction

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Crypto: Friend or Foe?

April 30, 2021
Crypto: Friend or Foe?

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2021 Earnings Expectations

April 23, 2021
2021 Earnings Expectations

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Investors and Speculators

April 16, 2021
Investors and Speculators

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Top Considerations for the 2021 Tax Filing Season

April 9, 2021
Top Considerations for the 2021 Tax Filing Season

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Oklahoma City
9108 N Kelley
Oklahoma City, OK 73131
(405) 478-1971

Dallas
8080 N Central Expy
Suite 1085
Dallas, TX 75206
(972) 985-7162

Plano
5601 Granite Parkway
Suite 110
Plano, TX 75024
(972) 985-7162

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

San Antonio
7373 Broadway
Suite 400
San Antonio, TX 78209
(210) 738-3888

Newtown
41 University Drive
Suite 400
Newtown, PA 18940
(203) 298-8523

Old Lyme
83 Halls Road
Suite 205
Old Lyme, CT 06371
(860) 434-5999

Stamford
1266 East Main Street
Suite 700R
Stamford, CT 06902
(203) 298-8523

Charlotte
13801 Reese Boulevard
Suite 155
Huntersville, NC 28078
(704) 766-0574

Tampa
100 S. Ashley Drive
Suite 600
Tampa, FL 33602
(813) 723-1274

Cincinnati
201 E. Fifth Street
Suite 1900
Cincinnati, OH 45202
(203) 298-8523

Westlake Village
100 N. Westlake Blvd
Suite 203
Westlake Village, CA 91320
(805) 435-0030

GUILFORD
246 Goose Lane
Suite 201
Guilford, CT 06437
(203) 458-6800

Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm.