Most People Don’t Have
a Financial Plan IN pLACE.
At Exos Wealth Strategies, we help you turn guesswork into strategy. Whether you’re approaching retirement, running a business, or building long-term wealth, we help you move with purpose, not pressure.
You’re Here Because You’re Facing One of These Three issues:
Business Owners
You’ve outgrown your corporate sponsored retirement plan. The fees are unclear, the compliance risks are growing, and no one’s truly managing it. We help you design a strategy to fix that while aligning your company plan with your personal wealth.
Retirees & Pre-Retirees
You’ve saved… but are you set? Income, taxes, market volatility, legacy, it all works better with a strategy. We help you retire confidently, knowing exactly what comes next.
Individual Investors
You’re building wealth but want better direction. You need a modern, flexible strategy built around your timeline, tax picture, and goals, not a cookie-cutter portfolio.
The difference between a portfolio and a plan is predictability.
Others give you products. We give you clarity.
They show up with answers. We start with questions.
We’re not here to “manage your money.” We’re here to help you build a strategy that gives you your life back.
The Exosphere Planning Process
We use our proprietary Exosphere Planning Process, a simple, personalized approach designed to help you gain clarity, eliminate guesswork, and move forward with confidence. It’s how we deliver planning that rises above the typical.
1
We Talk
No pressure, no sales pitch. Just a conversation to understand what you care about and where you want to go.
2
We Map It Out
We gather the right data—investments, tax returns, timelines, goals—and turn it into a personalized, outcome-driven strategy.
3
We Execute
We handle the heavy lifting while you focus on living your life. Investments, insurance, income, we’ve got it covered.
4
We Adjust As Life Changes
Because real life doesn’t follow a spreadsheet. Your plan evolves with you. Always.
At the heart of Exos Wealth Strategies is our founder, J. Marcel Louimeus, ChFC®, AIF®, CRPS®—a financial advisor who enjoys taking complex decisions and making them feel simple, strategic, and personal.
He founded Exos with one goal: to elevate financial planning beyond the industry standard, and deliver a better experience for people who expect more from their advisor.
“I don’t believe in throwing products at people. I believe in understanding what matters to them first—then building a strategy around that.”
— J. Marcel Louimeus
Financial Planning Is Personal.
Your Advisor Should know your values.
Your Financial Future Doesn’t Wait.
Neither Should You.
No cost. No pressure. Just answers.
