You Deserve
A Retirement
You Love.

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

Screen Shot 2021-04-02 at 1.50.57 PM

Click the play button to watch our video!

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

First

Discover

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

Second

Evaluate

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

Third

Plan

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

Need more info?
Attend a live workshop

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

Next Event

Check back later for upcoming events.

Featured on Kiplinger

Find Your Risk Score Today

35
55
75

Let’s Get Started

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

Schedule a Meeting