Map

APEXX's Broker Dealer

Patience is always stressed.  Always give your strategies an opportunity to do their job.
We plan (we don't predict).
We're proactive (not reactive).  Reacting to what happens in just the short run is not how we operate our long term investment strategies.  Remember the dip of 2008?  Was it wise to sell then?  Address any concerns at a market high point, as well as low point.
Life Event Wealth Management.  Example:  Changing jobs, retirement, new child, inheritance... and so on
Client education and counsel.  Example: Systems vs. Goals: Losing 10 pounds is a goal, learning to eat right is a system - and systems trump goals.  APEXX® does this for the investment world.
Creating financial plans.  Example:  What is your current strategy to assure lifestyle sustaining income for the rest of your life?
Assisting clients with service needs. 
Answers.  APEXX®.

                                We’re just scratching the surface on what APEXX® does…

Why Use APEXX

 
RETIRING?  CHANGING JOBS? 


Not at your last job?  Your 401(k) shouldn't be either.  
APEXX® specializes in tax-free work rollovers, 
      As well as rate shopping.
 
LOOKING FOR STABILITY?   A SECOND OPINION?
Mike has been in the business for over 15 years with every intention to continue for many years to come.
  
Being solicited to consider a "great rate" investment idea?  What’s the term?  Were you also told how your principal can fluctuate when rates change?  Do you think rates will increase or decrease going forward?  How will that affect your principal value?  Would you feel the value of your principal is more or less important then the rate you are being told you'd receive?  How does inflation impact your return?  There is a lot more to an investment then just the "rate."  APEXX® is here to help you answer these questions so you truly get the most suitable investment you need.
    
Your financial strength deserves a second opinion.  No obligation 2nd opinion anytime you’re ready.  (608) 254-6600

APEXX's Experience Shows

Because of that, our clients do the marketing for us - thank you!
"You don't own success, you rent it.  And the rent is due every day."
APEXX® is here to help you Grow, Protect, Preserve, & Distribute wealth.
                                                                                                     Let APEXX® help you fine tune strategies.

Recent Announcements

  • To Succeed... "To succeed in life in today's world, you must have the will and tenacity to finish the job."            - Chin-Ning Chu, Business Consultant
    Posted Mar 8, 2013, 10:19 AM by Michael Wentland
  • So Here's One Possible Solution Back in 2009 I was shown this sketch of the block APEXX is located on - redeveloped.  I've always liked that sketch and have wanted to move forward with it ...
    Posted Mar 26, 2013, 1:49 PM by Michael Wentland
  • Waiting for Official Green Light We're simply waiting for the official green light from the village of Lake Delton to begin construction.  All matters concerning site plan, structure of the building, look of the ...
    Posted Oct 31, 2012, 10:43 AM by Michael Wentland
  • Dells Events Articles from Monday's Meetings with Village of LD Meeting held 10/8/2012 - My ideas continue to get questioned and denied:Meeting held 10/8/2012 - Others get exceptions made and approved:
    Posted Oct 11, 2012, 12:48 PM by Michael Wentland
  • Mon the 8th now Monday's planning commission meeting introduced us to another delay for the Office of the Future (OOTF).  So we're working to have this all wrapped up by our next ...
    Posted Oct 2, 2012, 6:30 AM by Michael Wentland
Showing posts 1 - 5 of 9. View more »