We serve as both your sounding board and trusted guide, listening to what matters most and clarifying the complex. Our team thoughtfully develops integrated financial plans that provide wealth, security, and the peace of mind knowing that you are prepared for today and years to come.
So you can focus on what matters now while still connecting to what’s next.
Our Mission & Values
Who We Serve
Individuals & Families
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We provide financial guidance for all the changes you may be anticipating and experiencing. From decisions on joining household with a partner, how and when to grow your family and setting yourself up for success, Nexus Advisors with you.
Step-by-step guidance with a long-term perspective.
Resources to get and keep you on track.
Insight into available options and opportunities.
Business Owners & Entrepreneurs
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We address the crucial aspects of your business such as the potential loss of key employees, retirement planning, and maintaining your desired lifestyle through careful planning, strategic decision-making, and a solid financial plan provided by our expertise.
Confidence to keep going or slow down, or exit when you decide.
Increased loyalty for key employees.
Clear backup business plan for walk-away freedom.
Corporate Executives
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By entrusting us as financial advisors who provide support and expertise, we help you make informed decisions, allowing you to focus on what truly matters to you.
Confidence
Reducing stress
Tailored solutions
Personalized Strategies
Moments & Milestones
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That’s why we provide guidance and support to help you navigate these significant life transitions. Whether it’s helping you create a budget as you merge finances with your partner, retirement planning options, or offering support and strategies for managing your finances after the loss of a loved one, we are here to assist you every step of the way. Together, we will ensure that your financial decisions align with your values and goals, ultimately providing you with the peace of mind you deserve.
Stock options or grants from work
Family Inheritance
Marriage
Unexpected Death or Divorce
Special needs planning
Transition or sale of your business
Business Continuity Planning
Leaving a Legacy
WHAT WE OFFER
A whole picture, 360-degree view of your goals and financial needs.
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A team of experienced investment, tax, estate planning, and risk management professionals.
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Financial strategies to help manage risk and build wealth.
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Our Approach
Data Gathering
Develop full understanding of financial situation by gathering documentation of assets, debts, income and expenses.
Review financial position, discuss priorities, and develop goals. Identify strengths and weaknesses and provide education on key concepts and strategies.
Strategy Session
Plan of Action
Present plan, review and prioritize action items, establish timeline and priorities.
Ongoing Activity
Monitor progress to plan and stay aligned on life changes.
February - Financial Planning updates and Tax Planning
June - Protection & Estate Updates
October - Investment Review, Year End Tax Planning
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.