Our Company

Free consultations & Investment analysis. Full range of business & personal investment services & products. Retirement projection planning & asset allocation analysis. Services include small to large employer retirement plans & review, free employee reviews. Rollovers, inheritance planning, estate preparation, the gift of tax-free education investment accounts. Ideas for or after a business sale. Access to higher yielding cash accounts, bonds, stocks, mutual funds, annuities, insurance to name a few. Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Complete confidentiality
 
We take on clients who have a need for sound investment strategy as well as unbiased investment selections. It's about looking at strategies to potentially increase earnings, reduce tax liability, avoid probate, create a lifelong relationship as a partner to turn to with financial questions you may have.
"The highest courage is to dare to be yourself in the face of adversity. Choosing right over wrong, ethics over convenience, and truth over popularity... these are the choices that measure your life. Travel the path of integrity without looking back, for there is never a wrong time to do the right thing."
...a quote that identifies the essence of APEXX®.

"Winners prepare and prevent; losers repair and repent."   - Lou Holtz
 
TAX BENEFICIAL IDEAS:
Businesses: Roth 401(k) - yes, APEXX offers them and much more.
Individuals: Roth IRAs and the other accounts available. Lets discuss and compare your options.

CONVENIENCE & SIMPLICITY:
That's what keeps customers coming back. Michael Wentland has been in the financial services business since 1997. Showing his commitment to his customers by listening to their needs before any recommendations are made. His approach to business is to understand, then recommend. His deep rooted family values has helped him to work with many satisfied customers.

Working towards LIFELONG FINANCIAL SECURITY for every customer.