Exencial Wealth Advisors
Karen Boschert is a Senior Wealth Advisor at Exencial Wealth Advisors since March 2018, overseeing a high-net-worth client portfolio with $1 billion in assets under management. Previously, Karen served as a Private Client Investment Consultant at TD Ameritrade from October 2016 to February 2018, focusing on developing existing client relationships and offering personalized investment guidance. Prior experience includes a decade at Fidelity Investments, where Karen held various roles, including Director of Retirement Planning, responsible for educating clients on retirement asset consolidation, and Account Executive, where relationship building with Mass Affluent investors was key. Karen holds a Bachelor of Arts in Public Relations from Spring Hill College, earned in 2001.
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Exencial Wealth Advisors
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.