You Deserve
A Retirement
You Love.

Let’s develop a financial strategy that reflects your goals.

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Knowledgeable and dependable. Very organized in all aspects of financial investing. Love Dan and Deseree!

Cindy, Client

Sanford, FL.

Well informed, good teacher, happy. We feel comfortable with Dan and Deseree.

Kurt, Client

Sanford, FL.

You make sure your client understands the steps you take and always have options ready should we not like the proposed way.

Johan, Client

Oviedo, FL.

Company and advisor were well-informed

Rebecka, Client

Oviedo, FL.

Get Started in 3 Easy Steps

Get Started in 3 Easy Steps



Schedule a visit to sit down with us and discover what your ideal retirement looks like.



Using the Xexis Structured Wealth Process, we’ll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.

Every Tuesday, Wednesday, and Thursday at 6:00 pm
Tax & Income Planning Strategies
3:27 am-->|

Need more info?
Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

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Let’s Get Started

Fill out the form below to request your one-on-one visit with Xexis Private Wealth. During this visit, we’ll aim to get to know who you are and what you want out of retirement.

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