INTEGRATED BEATS FRAGMENTED

Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” We believe coordinating investment management with every other area of your financial picture like planning, taxes, estate, and risk improves outcomes.

This integrated plan only gets you so far without great execution. We bring this plan to life with our E3 process where we Evaluate, Execute, and Evolve as our clients’ lives unfold and needs change.

FIND YOUR EXENCIAL CONSULTANT

Territory Map WAS Portal - 7.24.23
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Craig Wezenski

Partner, Director of Business Development
P: (203) 298-8523
5-Jun-22-2023-08-56-41-1325-PM

David Poudrier, CFP®

Sr. Wealth Consultant
P: (813) 723-1274
2-Jun-22-2023-08-56-41-0689-PM

Jeff Baty

Sr. Wealth Consultant
P: (405) 478-1971
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Michael McGlashen, J.D., CEPA

Sr. Wealth Consultant
P: (805) 400-4490

RESOURCES FROM OUR INVESTMENT TEAM

MONTHLY MARKET
COMMENTARY

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QUARTERLY MARKET
COMMENTARY

Quarterly Market & Strategy Commentary (2)_Page_1

INVESTMENT STRATEGY FACT SHEET AND COMMENTARY DOCUMENTS

4-4

FIXED INCOME

View Materials:

Strategy Fact Sheet

Strategy Commentary

Equity Income

EQUITY INCOME

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Strategy Fact Sheet

Strategy Commentary

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COVERED CALL

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Strategy Fact Sheet

Strategy Commentary

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DEFENSIVE EQUITY

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Strategy Fact Sheet

Strategy Commentary

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CORE EQUITY

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Strategy Fact Sheet

Strategy Commentary

5-3

INTERNATIONAL EQUITY

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Strategy Fact Sheet

Strategy Commentary

6-2

THEMATIC ETF

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Strategy Fact Sheet

Strategy Commentary

MARKETING MATERIALS

FIRM OVERVIEW

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PITCH DECK

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