Exencial Wealth Advisors Acquires Netting & Pace, CPAs

By a News Reporter-Staff News Editor at Investment Weekly News -- Leading independent wealth management firm, Exencial Wealth Advisors, announces the acquisition of San Antonio-based Netting & Pace, CPAs (Netting & Pace), one of South Texas' premier accounting and wealth management firms.

The acquisition will result in approximately $1.5 billion in assets under management for the newly combined entity and a total of 860 households served. Netting & Pace will be adding 16 employees, including six CPAs, to the Exencial team, amounting to a total company size of 57 employees.

The union brings together the core competencies of tax planning and investment management across both firms, deepening the talent pool and comprehensive service offering for their collective client base.

"Netting & Pace's deep knowledge of tax planning services is a welcome complement to our investment and financial planning capabilities, enabling us to better offer our clients the top-shelf services they expect and deserve," said John Burns, Co-CEO at Exencial Wealth Advisors. "The team embodies what the Southwest culture is all about, putting forth Southern hospitality and Western pragmatism in everything they do."

As the seventh largest city in the country, San Antonio represents a natural extension of Exencial's client service footprint in the Southwest.

"From day one after meeting the Exencial team, we knew this was the perfect partnership for us," said Conrad Netting, Partner at Netting & Pace. "In our 40 years of business, our primary commitment has always been to our clients. Our integration with Exencial only strengthens this commitment, allowing us to continue our tradition of a client-first mentality, all the while staying true to our core values of integrity and hard work."

In addition to San Antonio, Exencial serves clients from offices in Oklahoma City, Old Lyme, CT, and Plano, Texas. About Exencial Wealth Advisors Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management and tax planning counsel to senior corporate executives, institutions, entrepreneurs and their families.

The firm strives to be a source of enduring value to clients by providing independent, unbiased and thoughtful recommendations based on their needs and objectives. About Netting & Pace, CPAs Netting & Pace, CPAs is a fee-only CPA wealth management firm, helping its clients with a coordinated effort to nurture their financial resources. The firm, over its 40-year history, has always served with independence, commitment, transparency, and trust. Through the firm's emphasis on intensive client care, its clients have prospered and learned not to worry about their financial futures. View source version on businesswire.com: http://www.businesswire.com/news/home/20160412005769/en/

Keywords for this news article include: Finance and Investment, Investment and Finance, Merger and Acquisitions, Exencial Wealth Advisors.

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