Exencial Wealth Acquires Netting & Pace

April 18, 2016

On April 18, 2016, Exencial Wealth Advisors announced the acquisition of Netting & Pace, CPAs, an accounting and wealth-management firm, based in San Antonio, Texas.

The acquisition will strengthen Exencial Wealth Advisors’ competencies in tax planning and investment management. Under the terms of the transaction, Exencial Wealth Advisors will add 16 employees, include six CPAs, from Netting & Pace, CPAs (“Netting & Pace”). In total, the new entity will serve 880 households and have approximately $1.5 billion in assets under management.

Exencial Wealth Advisors is a registered investment advisory firm that provides fee-only financial planning, investment management and tax planning to corporate executives, institutions, entrepreneurs and their families.

Netting & Pace is a fee-only, wealth-management firm that served clients for more than 40 years.
To read the press releases, please click here.


Categories

Investment Manager M&A, Transactions