Symphony Financial Team

Xexis Private Wealth LLC, located in Lake Mary, FL, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies through a range of investment and insurance products. The firm prides itself on its knowledgeable and approachable team, utilizing their proprietary EASE PLANNING methodology to educate and strategize for clients' financial goals. With a strong focus on personalized service, Xexis Private Wealth emphasizes clear communication and the importance of understanding each client's unique needs, thereby fostering confidence and peace of mind in their financial planning. Their commitment to excellence is reflected in positive client testimonials highlighting the team's depth of knowledge and genuine concern for helping clients achieve financial security. Generated from the website

As wealth and legacy planners we offer comprehensive financial plans that include trust, estate, insurance and investments. We are dedicated to helping families create multi-generational wealth plans that align with their goals and values.

We believe that financial planning consists of four major areas: Investment planning Risk Management Planning (AKA, Insurance Planning) Tax Planning Estate Planning We help you coordinate all four of these areas together to help you become more efficient in reaching your goals.