We at Exencial Wealth Advisors are thrilled to share the news of our latest expansion: Weinheimer Wealth Management, a distinguished wealth management firm based in Austin, Texas, is now part of the Exencial family. This marks a significant step in our journey, following two other expansions since 2020, and significantly strengthens our presence in Texas.
By welcoming Weinheimer, which manages $500 million in assets and includes a team of nine experienced professionals, we are reinforcing our commitment to providing top-tier wealth management services. This collaboration is rooted in our shared values and dedication to delivering exceptional client experiences.
Weinheimer Wealth Management has over two decades of experience in offering comprehensive financial planning and investment management, particularly to high-net-worth individuals and small business owners. This expertise is a perfect match for our client-first approach at Exencial. Matt Weinheimer, the CEO and Founder of Weinheimer, shares our enthusiasm for this new chapter, which promises to enhance the value we offer to our clients.
About Us: Exencial Wealth Advisors
At Exencial Wealth Advisors, we are committed to providing independent, objective financial planning, investment management, and tax planning services. Our focus is on delivering personalized, unbiased advice that meets the unique needs of each client.
Welcoming Weinheimer Wealth Management
Weinheimer Wealth Management, now part of the Exencial family, brings its specialized expertise in financial planning and investment management, serving high-net-worth individuals and small business owners in Austin, Texas. Their approach aligns seamlessly with our ethos of comprehensive, client-focused financial stewardship.
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.