Xexis Private Wealth, LLC. Company Profile, Contacts & Intelligence

Xexis Private Wealth, LLC. Overview

It may sound obvious, but as fiduciaries we always put our client's best interest as our first priority. When speaking with potential new clients, reviewing their previous advice, many times we find previous advisors may have done what is in the advisors' best interest rather then the client. Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields. Our goal is to be the firm you can turn to for counseling in all phases of your financial life: asset protection, growing your wealth without excessive risk, estate and Trust planning, business/corporate planning, income and capital gains tax reduction and much more. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Wealth, LLC. are independent of each other.

Headquarters

1540 International Parkway

Website

xexiswealth.com

Industry

Financial Services

Founded

2005

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Xexis Private Wealth, LLC. Contact Intelligence

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