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
Abbey Wentland
Financing Planner @ Fairway Independent Mortgage
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