Glenn E Welch-Morgan Stanley

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.

HilltopSecurities is a full-service broker-dealer that provides forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, RIAs and individuals alike.

Its difficult to make progress toward goals without a plan in place and your financial goals are no different. Crafting a financial plan and selecting proper investments to meet your goals can be overwhelming. SWBC Investment Services provides comprehensive and holistic financial planning to individuals, businesses, and financial institutions. With a range of investment and financial offerings, we provide tailored solutions that go beyond a simple investment strategy or financial plan. Our services include Wealth Management, Executive Benefits, Capital Markets: Fixed Income Trading and Municipal Underwriting, Investment Portfolio Management, Retail Investment Services Programs for Financial Institutions, Vault Digital Investment Advisor