Cadence Wealth Partners

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.

Primerica is a financial services company located in Cornelius, NC, offering a range of products and services including investments, savings, term life insurance, mortgage loans, and auto and homeowners insurance. With a commitment to doing what's right for Main Street families, Primerica provides education on personal finance through their HOW MONEY WORKS materials and promotes the Buy Term and Invest the Difference philosophy. As independent contractors, Primerica representatives are licensed to sell products in specific jurisdictions and are dedicated to helping individuals achieve financial security. Primerica Mortgage, LLC, a state licensed Mortgage Broker, is also part of the Primerica family, providing mortgage products through a contractual agreement with third-party lenders. With its headquarters in Duluth, GA, Primerica Mortgage offers equal housing opportunities and ensures that all loans, credit, and collateral are subject to underwriting and approval by the lender. Terms, rates, and conditions are subject to change, and not all loan products may be available.Generated from the website

Our team approach adds perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you. At Bradshaw Rogers, we can help you create an approach that is design to address your individual situation.