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Resources

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Webinar Preview: Exencial Investment Team 2022 Market Outlook and Q&A

January 8, 2022
Webinar Preview: Exencial Investment Team 2022 Market Outlook and Q&A

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Employee Spotlight: Meet Caleb Stinson, Director of Operations

January 5, 2022
Employee Spotlight: Meet Caleb Stinson, Director of Operations

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Preparing for Higher Volatility

December 17, 2021
Preparing for Higher Volatility

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IRS Identity Protection PIN: Should I Opt-In?

December 10, 2021
IRS Identity Protection PIN: Should I Opt-In?

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A Look at the Current Consumer Landscape

December 3, 2021
A Look at the Current Consumer Landscape

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Happy Thanksgiving 2021!

November 24, 2021
Happy Thanksgiving 2021!

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Examining the Market’s Recent Highs

November 19, 2021
Examining the Market’s Recent Highs

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Future Earnings: Potential Headwinds and Tailwinds

November 12, 2021
Future Earnings: Potential Headwinds and Tailwinds

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Supply Chain Systems Dealing with Pandemic Consequences

October 29, 2021
Supply Chain Systems Dealing with Pandemic Consequences

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What Does Increasing S&P 500 Concentration Mean for Investors?

October 22, 2021
What Does Increasing S&P 500 Concentration Mean for Investors?

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Earning Our Earnings: 3 Headwinds That May Affect Future Market Valuations

October 15, 2021
Earning Our Earnings: 3 Headwinds That May Affect Future Market Valuations

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Should Investors Be Concerned About China?

October 8, 2021
Should Investors Be Concerned About China?

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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.