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Exencial Wealth Advisors acquires Netting & Pace, CPAs

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Independent wealth management firm, Exencial Wealth Advisors, has acquired San Antonio-based Netting & Pace, CPAs (Netting & Pace), a South Texas’-based accounting and wealth management firm.

The acquisition will result in approximately USD1.5 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,” says John Burns (pictured), 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,” says 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.”

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