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Exencial Wealth Advisors

+1 (860) 434-5999
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Exencial Wealth Advisors logo, a stylized 'X' with blue and black halves on a white background, representing the firm's brand...
Exencial Wealth Advisors logo, a stylized 'X' with blue and black halves on a white background, representing the firm's brand...
Diane Di Marco, Executive Assistant at Exencial Wealth Advisors in Old Lyme, Connecticut
Diane Di Marco, Executive Assistant at Exencial Wealth Advisors in Old Lyme, Connecticut
Jean Wilczynski, CFP® Senior Wealth Advisor at Exencial Wealth Advisors in Old Lyme, Connecticut
Jean Wilczynski, CFP® Senior Wealth Advisor at Exencial Wealth Advisors in Old Lyme, Connecticut
83 Halls Rd Ste 205
Old Lyme, CT 06371
+1 (860) 434-5999
https://exencialwealth.com
Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.
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