Brian Spencer & Associates

Grit Partners is a financial services firm located in Davidson, NC. We offer a wide range of financial services, including investment planning, retirement planning, tax planning, college planning, estate planning, and insurance. We have a team of experienced financial professionals who can help you reach your financial goals. Contact us today to learn more about our services and how we can help you.

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.

Welcome to Triumvirate Financial Services. We provide customized financial planning, wealth management services and retirement income strategies for our clients, most of whom are in the accumulation stage of their lives. Each client's needs are different; therefore, we partner with you to tailor your unique plan. We are different because we provide an unwavering, comprehensive approach to financial planning, which seamlessly integrates into every facet of your life. It is an intimate wealth management approach as we act as your personal CFO.