Gretchen Capolingua

Office Manager at Exencial Wealth Advisors - Oklahoma City, OK, US

Gretchen Capolingua's Colleagues at Exencial Wealth Advisors
Shelby Whitmore

Senior Accountant

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Amy Sewell

Tax Manager

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Bryce Harrison

Wealth Advisor

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Kyle Hafstad

Estate Planning Advisor

Contact Kyle Hafstad

Michael Conerly

Senior Portfolio Manager

Contact Michael Conerly

Pete Trontis

Senior Portfolio Manager

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Craig Wezenski

Partner & Director of Business Development

Contact Craig Wezenski

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Gretchen Capolingua's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Cornelius,North Carolina,United States
Company
Exencial Wealth Advisors
Gretchen Capolingua's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
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Frequently Asked Questions about Gretchen Capolingua
Gretchen Capolingua currently works for Exencial Wealth Advisors.
Gretchen Capolingua's role at Exencial Wealth Advisors is Office Manager.
Gretchen Capolingua's email address is ***@exencialwealth.com. To view Gretchen Capolingua's full email address, please signup to ConnectPlex.
Gretchen Capolingua works in the Financial Services industry.
Gretchen Capolingua's colleagues at Exencial Wealth Advisors are Shelby Whitmore, Amy Sewell, Bryce Harrison, Kyle Hafstad, Michael Conerly, Pete Trontis, Craig Wezenski and others.
Gretchen Capolingua's phone number is 405-478-1971
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