By Tim Courtney, Chief Investment Officer
The entire team at Exencial Wealth Advisors is wishing our valued clients and business associates a happy Fourth of July filled with family, friends and fun. May your holiday be a time of celebration. We appreciate the opportunity to serve 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.