Why does a Fiduciary standard matter?

In a world full of financial noise, clarity matters. As fiduciaries, we are legally bound — and personally committed — to act in your best interest at all times.

Our Westlake Village professionals bring a distinct blend of legal, financial, and entrepreneurial expertise. Whether we’re helping you build a succession plan or manage multigenerational wealth, we do so with transparency, integrity, and purpose.

Our Process: Clear Steps. Proven Results.

Your financial journey is unique; your plan should be too. At Exencial, we aren't a one-size-fits-all planning and investment firm. You're more than just a number, and your plan should reflect your unique goals, priorities, and family circumstances. Through a clear process and ongoing guidance, we strive to help you move forward with clarity, confidence, and purpose in every decision.

  01. Understand What Matters Most

We  begin by identifying any areas of concern and your top priorities. This deep dive allows us to better understand what is most important to you, including your goals, timeline, comfort level with risk, and any immediate needs.

 

  02. Analyze and Strategize

Our team reviews your current financial picture, evaluates asset allocation, and considers the impact of taxes and expenses. We build a plan that fits both your short- and long-term objectives.

 

  03. Collaborate and Customize

We walk through your plan together, answer questions, make adjustments, and ensure you feel confident moving forward.

 

  04. Execute with Confidence 

Once the plan is finalized, we take action. Our team handles the details with clarity and efficiency, so you don't have to manage it alone. 

 

  05. Continuously Evolve

As life changes, your plan should too. We meet regularly to review progress, make updates, and adjust your strategy to help you stay on track. 

 

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OUR COMMITMENT TO YOU

At Exencial’s Westlake Village office, we understand that financial decisions carry long-term weight — not just for your future, but for the generations that follow. That’s why we take the time to understand what matters most to you and tailor our advice accordingly.

Our team brings together decades of experience across financial planning, law, business development, and sustainability. We use this depth of expertise to help clients navigate complexity with confidence, clarity, and care.

What guides our work:

  • Building lasting relationships built on trust and mutual respect
  • Offering thoughtful, objective advice tailored to your goals
  • Communicating clearly, without jargon or hidden agendas
  • Leading with integrity, humility, and accountability
  • Grounding every strategy in experience, research, and real-world insight

Meet Our Westlake Village Team

Our California-based team brings a dynamic mix of backgrounds - from financial planning and estate law to national outreach and business innovation. With deep community ties and a shared commitment to doing what’s right, we’re proud to serve clients across the region.

We’re here to build something that lasts - not just portfolios, but relationships and legacies.

 

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Bryan Rentschler

Partner | Wealth Advisor

Bryan joined Exencial in June of 2022. He helps our clients to grow, protect, and… Read More
Michael McGlashen

Michael R. McGlashen, J.D., CEPA

Partner | Business Development Officer

Michael joined Exencial Wealth Advisors in 2020 when the firm he owned, Bucks… Read More
Stewart Erickson

Stewart Erickson

National Outreach Manager

Enterprise Strategist Proven acumen in formation, development, and successful… Read More

Local Team, NAtional SUpport

Contact Us

Hours

Monday - Friday: 7am - 7pm
Saturday: 8am - 2pm
Sunday: 10am - 2pm

Phone

Office: (805) 435-0030
Fax: (704) 659-7820

We would love to hear from you.

Exencial Resources

08 August, 2025

Fed Holds Steady While the Labor Market Wobbles

By Jeffrey Hibbeler, Director of Portfolio Management & Senior Portfolio Manager

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Our North Westlake Village Office

100 N Westlake Blvd #203, Westlake Village, CA 91362 | (805) 435-0030