Helping you Grow, Protect, Preserve, & Distribute wealth.

Are you trying to work out your finances to be able to afford your dream home? 

Did you know you could purchase properties with your IRAs?

Not at your last job?  Your 401(k) shouldn't be either.  APEXX specializes in work tax-free rollovers, as well as rate shopping and strategies to achieve your goals. 

Celebrating our 5th Year doing business as APEXX.  2005-2010 (Mike's been in the industry since 1997)

APEXX takes 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 popular saying that identifies the essence of APEXX.

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!

Michael D. Wentland

Senior Wealth Manager/Owner

Michael@Wentland.us

Jeanne M. Wentland

Office Administrator

Jeanne@Wentland.us

Financial Advisor Financial Adviser Financial Representative WI Lake Delton WI Wisconsin Dells WI Stockbroker Stocks Bonds Mutual Funds Wealth Manager Consultant Investments Finances Retirement Investment Advisor Madison WI Lodi WI Poynette WI Insurance College Savings Plan Planner Planning Strategies Trader Trade Trading

What is your current strategy to assure lifestyle sustaining income for the rest of your life?

Contact APEXX if you'd like a FREE Morningstar report on your investment.

Help APEXX go green - for correspondence, please confirm your preferred email address by emailing michael@wentland.us

 

 

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LAKE DELTON/WISCONSIN DELLS  

*ALL MAIL GOES TO THIS ADDRESS* - MAP

(across road from Downtown Denny's Diner)

11 West Munroe Ave, PO Box 8

Lake Delton, WI 53940

MAUSTON/NEW LISBON - MAP

(3 miles North of Mauston K-Mart)

BY APPOINTMENT ONLY

*ONLY MAIL to the Lake Delton address*

N5615 State Road 58

New Lisbon, WI 53950

ADAMS/FRIENDSHIP - MAP

(inside Pollex Law Office)

EVERY THURSDAY

*ONLY MAIL to the Lake Delton address*

313 South Main St

Friendship, WI 53934

MADISON/LODI - MAP

*ONLY MAIL to the Lake Delton address*

BY APPOINTMENT ONLY

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.