By Tim Courtney, Chief Investment Officer
From the entire team at Exencial Wealth Advisors to our valued clients and business associates, happy Independence Day! We wish you a memorable holiday with your family and friends.
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.