2ND OPINION

Working with someone and need a 2nd opinion?  Please fill out this form and we'll contact you shortly.  Click here to contact us.

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

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

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."

"In the confrontation between the river and the rock, the river always wins... not through strength but by perseverance."

...popular sayings that identify 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 Planner Investment Advisor APEXX WI Lake Delton WI Wisconsin Dells WI Stockbroker Stocks Bonds Mutual Funds Wealth Manager Consultant Investments Finances Retirement

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.

Lake Delton, WI Updated Thursday, July 29, 2010 7:15 PM Mostly Cloudy 75°F High: 79°F Low: 61°F Wind: 0 mph Humidity: 64% Friday 75° / 63° Saturday 79° / 64° Sunday 81° / 68° Monday 83° / 69° MSN Weather Data provided by iMap

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

- ALL OFFICES MAP - 

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

Due to the demolition and rebuild of our office, we're temporarily at 20 W Munroe Ave (2 buildings West of Denny's Diner)

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.

Offers merket analysis and news updates, and a video gallery of featured reports.  Click the logo.

Provides Up-to-the-minute news, by continent or topic.  Click the logo.