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Resources

Resources

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2024 Increases in IRS Gift Allowances

November 27, 2023
2024 Increases in IRS Gift Allowances

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Worried about layoffs? Here are your first steps

November 17, 2023
Worried about layoffs? Here are your first steps

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Before the Ball Drops: Setting Up Your Finances for 2024 Success

October 27, 2023
Before the Ball Drops: Setting Up Your Finances for 2024 Success

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Non-Qualified Deferred Compensation: Strategies for Corporate Executives

July 7, 2023
Non-Qualified Deferred Compensation: Strategies for Corporate Executives

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Visionaries Needing their own Visionaries

July 28, 2021
Visionaries Needing their own Visionaries

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Preparing for the Possibility of Incapacitation

July 9, 2021
Preparing for the Possibility of Incapacitation

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Make a List and Check it Twice: Your 2020 Financial To-Do List

December 4, 2020
Make a List and Check it Twice: Your 2020 Financial To-Do List

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Do You Need a Financial Advisor?

August 27, 2020
Do You Need a Financial Advisor?

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5 Financial To-Dos Before Year End

December 13, 2019
5 Financial To-Dos Before Year End

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How Will You Fund Your Child’s College Expenses?

May 1, 2018
How Will You Fund Your Child’s College Expenses?

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

Dallas
1845 Woodall Rodgers Fwy., Ste. 1050
Dallas, TX 75201
(972) 985-7162

Plano
3930 Dallas Parkway, Suite 450
Plano, TX 75093
(972) 985-7162

Austin
8701 FM2244
Austin, TX 78746
(972) 985-7162

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, Ste. 600
Tampa, FL 33602
(813) 723-1274

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

Westlake Village
100 N. Westlake Blvd. Ste 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.