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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1540 International Parkway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://xexiswealth.com/
- Keywords
- Lake Mary.
- HQ
- Lake Mary, FL
Xexis Private Wealth, Llc. Questions
Xexis Private Wealth, Llc.'s website is https://xexiswealth.com/
Xexis Private Wealth, Llc.'s LinkedIn profile is https://www.linkedin.com/company/xexis-wealth-llc
Xexis Private Wealth, Llc. has
3 employees.
View email and phone details for 3
employees at Xexis Private Wealth, Llc..
Xexis Private Wealth, Llc.'s industry is
Financial Services
Xexis Private Wealth, Llc.'s top competitors are
Alpha Kappa Delta Phi International Sorority, Inc.,
The Hartford,
Semper Wealth Management Llc,
United Way Of Pennsylvania,
Hertz,
Pinterest,
Charles Schwab,
Delta Sigma Pi.
Xexis Private Wealth, Llc.'s categories are Financial Services
Xexis Private Wealth, Llc.'s founding year is 2005
