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Resources

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Maximizing Executive Compensation: A Strategic Guide for Corporate Leaders

October 5, 2023
Maximizing Executive Compensation: A Strategic Guide for Corporate Leaders

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Demystifying 401(k) Plan Contributions

October 5, 2023
Demystifying 401(k) Plan Contributions

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Annuity vs. Lump Sum Pension: Which Option is Best for You?

September 28, 2023
Annuity vs. Lump Sum Pension: Which Option is Best for You?

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Understanding Deferred Compensation: Factors to Consider

September 28, 2023
Understanding Deferred Compensation: Factors to Consider

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New Legislation Could Change How You Save For Retirement

January 13, 2023
New Legislation Could Change How You Save For Retirement

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Sweet Spots for Roth IRA Conversions

July 8, 2022
Sweet Spots for Roth IRA Conversions

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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.