Individual Services

  • Managed Services
  • Retirement Income Planning
  • Estate Planning and Asset Protection

Institutional Services

  • Executive Compensation Enhancement
  • Retirement Plan Consulting
  • Employee Financial Wellness


We help people maximize their wealth

Xceed Capital’s goal is to bring clients a clear, and unfettered path to accumulating wealth, preserving that wealth and efficiently transferring assets when the time is right.


Too often we see the average investor make choices that upon close inspection are the direct inverse of what the client wants to achieve. They follow conventional wisdom that is inherently flawed and skewed towards bringing wealth to the financial institution not the client.

We customize and clarify the paths available to our clients that best meet their goals. We educate our clients so they see and understand why what we bring to the forefront is directly aligned with their needs, goals and objectives.