Exencial Wealth Advisors

Shoreline Financial Advisors specializes in providing investment management and financial planning services tailored to small businesses and individuals. The firm manages individual investment portfolios, trusts, endowments, and retirement plans, ensuring a comprehensive approach to financial well-being. In addition to investment management, Shoreline offers insurance, financial, and tax planning services, helping clients evaluate their objectives and risk tolerance. This thorough assessment allows for the recommendation of appropriate investment, tax, and insurance strategies suited to each client's unique circumstances.

Willingdon Wealth Management Inc. is an employee-owned investment management firm based in Huntersville, North Carolina, with additional offices in Connecticut, Ohio, and California. Established in 2003, the firm focuses on providing investment management and financial planning services primarily to individuals, including high net worth clients, families, and business owners. It also serves various institutions such as banks, pension plans, charitable organizations, and corporations. Willingdon manages tailored equity and fixed income portfolios and offers mutual funds, investing in the public equity and fixed income markets of the United States. The firm's investment strategy encompasses growth and value stocks across small-cap, mid-cap, and large-cap companies, utilizing a blend of fundamental, qualitative, quantitative, and top-down analysis. To enhance its investment decisions, Willingdon complements its in-house research with external sources. As of June 2020, it operates as a subsidiary of Exencial Wealth Advisors.

Netting & Pace, Incorporated is a wealth management firm based in San Antonio, Texas, offering a comprehensive range of financial services to individuals and families. Established in 1986, the firm specializes in personal financial planning, retirement planning, tax planning and compliance, estate planning, social security planning, investment consulting, estate settlement, bookkeeping, and business planning. As a fee-only CPA firm, Netting & Pace emphasizes independence, transparency, and trust in its client relationships, ensuring a coordinated approach to managing financial resources. The company operates as a subsidiary of Exencial Wealth Advisors and has built a reputation for commitment to its clients over its 40-year history.