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Resources

Resources

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Employee Spotlight: Gretchen Capolingua

April 17, 2025
Employee Spotlight: Gretchen Capolingua

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Current Market Behavior

April 11, 2025
Current Market Behavior

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Employee Spotlight: Andrea Elliott, Executive Assistant

January 10, 2025
Employee Spotlight: Andrea Elliott, Executive Assistant

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Happy New Year 2025!

December 27, 2024
Happy New Year 2025!

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Happy Holidays from Exencial Wealth Advisors

December 20, 2024
Happy Holidays from Exencial Wealth Advisors

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Happy Thanksgiving!

November 28, 2024
Happy Thanksgiving!

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Honoring Veterans Day

November 8, 2024
Honoring Veterans Day

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Employee Spotlight with Abraham Olalde

October 4, 2024
Employee Spotlight with Abraham Olalde

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The Essential Ingredients for a Successful Client-Advisor Relationship

September 30, 2024
The Essential Ingredients for a Successful Client-Advisor Relationship

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Employee Spotlight: Jasen Wallace, CFP®, Wealth Advisor

July 12, 2024
Employee Spotlight: Jasen Wallace, CFP®, Wealth Advisor

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Elevating Client Relationships Through Fiduciary Excellence

July 12, 2024
Elevating Client Relationships Through Fiduciary Excellence

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Happy Independence Day!

July 5, 2024
Happy Independence Day!

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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.