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TV Interviews

Media Team | Sep 12, 2024

Dan Brooks, President & Founder of Xexis Private Wealth, Interviewed on Right on the Money Part 1

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Media Team | Sep 10, 2024

Dan Brooks, President & Founder of Xexis Private Wealth, Interviewed on Right on the Money Part 2

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Media Team | Sep 10, 2024

Dan Brooks, President & Founder of Xexis Private Wealth, Interviewed on Right on the Money Part 3

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Media Team | Jul 24, 2024

Fox Interview Book Announcement

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Dan Brooks, founder of Xexis Private Wealth, announces his book, "The Truth About the Financial Industry's Profit-First Agenda: Using the E.A.S.E. Financial
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Media Team | Jun 18, 2024

Dan Brooks - Fox Interview

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Financial Planning
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Dan Brooks, founder of Xexis Private Wealth, highlights the importance of education in financial planning.
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Media Team | Jun 17, 2024

Influential Entrepreneurs Podcast Discussing - Things Your Current Advisors Haven’t Explained That Could Negatively Impact You

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Dan Brooks Founder of Xexis Private Wealth, Interviewed on Things Your Current Advisors Haven’t Explained That Could Negatively Impact You
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Media Team | Jun 17, 2024

Influential Entrepreneurs Podcast Discussing - The Tax Implications of Large Retirement Accounts

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Financial Planning
Tax Planning
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Dan Brooks Founder of Xexis Private Wealth, Interviewed on The Tax Implications of Large Retirement Accounts
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Media Team | Jun 17, 2024

Influential Entrepreneurs Podcast Discussing - Understanding Critical Concerns of Retirement Planning

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Dan Brooks Founder of Xexis Private Wealth, Interviewed on Understanding Critical Concerns of Retirement Planning
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Media Team | Dec 24, 2023

Influential Entrepreneurs Podcast Discussing - Long Term Care Considerations

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Education
Financial Planning
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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Long Term Care Considerations.
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Media Team | Dec 24, 2023

Influential Entrepreneurs Podcast - Discussing The E.A.S.E. Planning Process

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Tax Planning
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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The E.A.S.E. Planning Process.
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Media Team | Dec 24, 2023

Influential Entrepreneurs Podcast - Social Security Claiming Options

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Dan Brooks Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Claiming Options.
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P | 888-5XEXIS5
(1-888-593-9475)

E | wbrooks@xexiswealth.com

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Lake Mary, FL 32746

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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