Skip to main content
Xexis Private Wealth logo
menu
  • Home
  • Meet the Team
  • Services
    • Financial Planning
    • Tax Planning
  • TV Interviews
  • Resources
    • Referral Program
    • Whitepapers
    • Financial Calculators
    • Video Library
    • Attend an Event
    • Published Book
    • Blog
  • Client Login
    • Virtue Capital Management
    • Charles Schwab
  • Schedule a Visit

  • Xexis Private Wealth

    Resources

    We help individuals and families pursue their ideal retirements.

Whitepapers


5 Ways to Keep Calm During Turbulent Markets Handout

Download Now!

Ten Important Questions To Ask Before You Hire Your Financial Advisor

Download Now!



Your 401(k) Plan of Action

Download Now!




Mutual Funds & ETFs

Download Now!




Secure Act 2.0

Download Now!


6 Simple Rules To Choosing An Investment Advisor

Download Now!



VCM Multi-Trigger Overlay

Download Now!




Stop Loss Portfolios

Download Now!

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a visit today or register to attend a seminar.

Schedule A Visit

Register For A Seminar

  Or call us at 1-888-593-9475

 
       

Contact Us

P | 888-5XEXIS5
(1-888-593-9475)

E | wbrooks@xexiswealth.com

Our Location

1540 International Parkway, 2nd Floor
Lake Mary, FL 32746

Get Directions

Quick Links

Privacy Policy | Terms of Use

Read Full Disclosure

Click for review

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.

© 2024 Xexis Private Wealth All rights reserved.