Jared Snider

Background

About Jared Snider

Office: Email: jsnider@exencialwealth.com Our E3 process unlocks the door to a life where your money and your priorities align and peace of mind reigns. E3 stands for Evaluate, Execute, Evolve. Our clients value family, occupation, recreation, and meaningful pursuits and recognize that money is the engine for what matters most. Our team guides clients through Critical Life Events to help our clients achieve their goals. We believe our clients deserve a plan for Critical Life Events that integrates every part of our clients’ financial We provide exceptional service through execution of world-class integrated financial and tax advice and counsel. We recognize the stress and demand on our clients’ lives. Exceeding our client’s expectations and transforming the client experience around money is our priority. Executive wealth planning demands customized solutions, not a cookie-cutter approach. Each of our clients has unique goals, opportunities, and challenges. We believe our solutions must also be unique. Our outside-the-box investment platform coupled with our proactive tax planning and financial planning produce outcomes that exceed expectations and optimize the wealth our clients have built. Change is one of life’s constants. When career change confronts our clients, we serve as a sounding board for our clients to help ensure continued alignment around money and priorities. Investment Management Individual stock and bond strategies, concentrated position solutions, options strategies, direct indexing, private equity, private debt, private real estate, thematic investment, opportunity zone investment, and fund solutions. Tax Services Return preparation/filing, projections, limited partnerships (MLP) tax arbitrage, trust return preparation Estate and Trust Services Estate plan review and design, estate flow diagrams, family education, corporate trustee Financial Planning Goal planning, balance sheet, cash flow projection, retirement planning, event-based scenario analysis, debt management