Exencial Wealth Advisors

Sophisticated wealth management firm in Plano, TX, offering tailored investment solutions for a diverse clientele, including business owners, corporate executives, families, individuals, and retirees. With a client-focused approach, the team at Kirk D Bell - Raymond James provides comprehensive financial planning services to align with specific investment goals and requirements. Recognized for their expertise and dedication to exceeding client expectations, the firm emphasizes the importance of personalized experiences over chasing returns. Through a depth of resources and a commitment to excellence, they guide clients through the complexities of the financial landscape with professional skill and strategic planning.Generated from the website

We are hyper-focused on providing simpler, reliable, and effective solutions to protect and secure our clients’ financial future. The PEAK plan is designed to use a combination of investments, annuities, and planning to provide clients with a customized, simple written financial plan to guide them through four key areas: income planning, investment planning, tax planning, and end-of-life planning. We believe the middle and upper-middle-class client deserve a financial services boutique and team that’s dedicated to their unique needs. Using our proprietary methods, technology, and understanding of YOUR needs, we can help you move through life with more confidence, more freedom, and the peace of mind you deserve.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.