Financial Family Planning
Why Independent, Objective, Non-Proprietary Advice Matters for True Client Success.
Why Independent, Objective, Non-Proprietary Advice Matters for True Client Success.
In most large financial firms, advisors are often restricted by corporate mandates that limit recommendations to a narrow, pre-approved list of proprietary products, prioritizing company profits over client interests. This means many clients are never introduced to innovative or better-suited solutions from the broader marketplace that could more effectively address their unique financial needs and risks. At Nexus Wealth Management, we champion independent advice free from such constraints, enabling truly customized strategies that align with your personalized goals for sustainable wellness and multi-generational success.
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Independent Advice
As an independent advisory firm, we’re not beholden to any large corporation – allowing us to offer unbiased solutions tailored exclusively to your unique financial goals.
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Objective Strategies
Our objective strategies are driven purely by what’s optimal for each client – free from external influences or biases.
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Non-Proprietary Recommendations
Our recommendations stem from a comprehensive evaluation of the entire marketplace, ensuring we deliver the most innovative and fitting financial solutions for your specific needs.
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What We Offer
At Nexus Wealth Management, we deliver advice tailored to your unique financial journey. Our proven process has helped us create a holistic plans for hundreds of families. Empower yourself with education, insights, and a step-by-step plan that turns aspirations into secure, sustainable realities. Let’s partner together towards an incredible future.
"More than just a Financial Advising Company"
FINANCE GOAL SETTINGS
Forge Your Legacy with Defined Goals.
Defining your financial goals is the first step to connecting your wealth with a future of freedom and security—let Nexus guide you with independent, objective insights tailored to your unique dreams.
Our Commitments
At Nexus Wealth Management, trust is built on commitment to independent advice and your long-term success. We dedicate ourselves to educating you on every aspect of your financial goals, ensuring non-proprietary strategies that prioritize your family’s wellness over product sales. With our CPFA® experts by your side, you’re empowered to make decisions that secure generations.
Our Proven Process for defining financial goals starts with engaging you through our comprehensive Financial Diagnostic Questionnaire—a thoughtful, step-by-step tool designed to illuminate your most pressing wants and needs. This interactive questionnaire meticulously turns over every stone in your financial landscape, from immediate priorities to long-term aspirations, helping you articulate and document your goals with clarity and precision. Once we have these detailed insights on paper, our team crafts a customized plan that transforms your vision into actionable reality, empowering you with independent, objective strategies for sustainable wellness and multi-generational success.
MAXIMIZE YOUR INVESTMENTS
Proactive Management for Lasting Success.
At Nexus Wealth Management, our team collaborates closely with clients to optimize their investments for lasting success by leveraging strategic insights and tailored strategies that align with their unique financial goals. We continuously monitor and adjust portfolios to maximize returns, mitigate risks, and ensure sustainable growth over the long term.
Personalized Plans, Institutional Level Implementation
At Nexus Wealth Management, we collaborate seamlessly with our strategic partner, SEI Private Trust Company, unlocking access to a dedicated investment management team of over 130 professionals. This team actively builds and manages client portfolios with discretionary trading authority. Backed by an annual budget exceeding $10 million to enhance portfolio construction and oversight, this partnership enables us to proactively adjust accounts in real time, aligning your investments with your goals through strategic asset allocation, risk mitigation, and tax optimization.
At Nexus Wealth Management, our advisors harness our Proven Process alongside the innovative Portfolio Crash Test tool to craft investment strategies precisely aligned with each client’s unique goals, ensuring a tailored approach to financial success. This comprehensive process begins with a deep dive into your financial landscape, using the Portfolio Crash Test to simulate potential market downturns and identify vulnerabilities, allowing us to strengthen your portfolio against unforeseen risks. Our experts then integrate these insights with your aspirations, blending asset allocation, risk mitigation, and tax strategies into a cohesive plan. By bringing all the pieces together— from defined benefits to investment management—our team optimizes returns and refines strategies, empowering you with confidence and clarity for a secure, long-term future.
INSURANCE PLANNING
Protecting What Matters Most.
Life insurance forms the bedrock of every financial plan, safeguarding your income to ensure your family maintains their quality of life and pursues their goals, whether you live a long life or face the unexpected.
Your Security Promise
We guide clients through the life insurance process by first helping you pinpoint your specific needs, conducting a thorough review of assets, liabilities, income, family dynamics, and more to build a solid foundation of protection. Our focus is on ensuring you’re adequately covered based on your personal situation, empowering peace of mind for you and your loved ones. Acting as independent advisors, we compare offerings from all top-rated insurers in your area, delivering customized solutions that maintain your family’s lifestyle and goals through any uncertainty.
At Nexus Wealth Management, our proven process begins with a guided series of thoughtful questions in our Financial Diagnostic Questionnaire, designed to pinpoint your exact life insurance needs by exploring your assets, liabilities, family dynamics, income requirements, and long-term aspirations. This advisory approach ensures we craft solutions that fully meet your protection goals—whether through affordable term policies for pure income replacement or permanent insurance to incorporate tax-efficient estate planning and wealth accumulation. By partnering with us, you can rest assured that, regardless of your stage in life, our system will identify and address your unique situation with independent, objective recommendations tailored for lasting family security and financial wellness.
401 (K) BENCHMARKING
Optimize Your 401(K) with Bespoke Benchmarking.
When used effectively, a 401(k) serves as one of the most potent tax mitigation tools for a business owner, allowing pre-tax contributions to reduce taxable income while simultaneously attracting and retaining top talent through competitive retirement benefits that boost employee loyalty and satisfaction.
Elevate your 401(k)
An employer-sponsored plan, such as a 401(k), serves as one of the most powerful tools a business can leverage to attract and retain top talent by offering competitive retirement benefits that enhance employee satisfaction and loyalty, while simultaneously mitigating taxable liabilities through pre-tax contributions and potential employer matches. At Nexus Wealth Management, our advisors specialize in guiding business owners to maximize these plans’ value, ensuring optimal design and compliance to reduce fiduciary risks and amplify tax advantages. This key area of expertise empowers entrepreneurs to build stronger teams and secure their financial futures with independent, objective strategies.
At Nexus Wealth Management, our proprietary Benchmarking Questionnaire is a comprehensive tool designed to meticulously examine every aspect of your 401(k) plan, turning over every stone to uncover opportunities for improvement and risk mitigation. Focusing on the six key areas of plan health—including design, investments, costs, compliance, participant engagement, and fiduciary oversight—this questionnaire provides a detailed analysis tailored to your organization’s needs. Following our Proven Process, we assist Plan Administrators in forming effective Retirement Committees that collaborate to refine plan design, enhance recruitment and retention through competitive benefits, and achieve superior outcomes by selecting best-in-class investments that align with independent, objective standards for long-term success.
ESTATE PLANNING
Build A Lasting Legacy.
Estate planning is essential as it ensures your wealth is seamlessly transferred to loved ones, protects their financial future, and preserves your legacy with independent, tailored strategies that reflect your unique goals and values.
Connect Wealth, Preserve Your Legacy
Proper estate planning ensures the protection and seamless transfer of assets by safeguarding your wealth and facilitating its distribution according to your wishes, minimizing complications for loved ones. Whether through essential documents like a will, living will, and powers of attorney, or more intricate trust structures, our strategic partners collaborate closely with clients to assess their unique needs, crafting tailored solutions that meet their estate planning goals with precision and care.
Proper estate planning is a cornerstone of our planning process at Nexus Wealth Management, ensuring that every financial strategy is fortified with a secure legacy for your loved ones while minimizing potential tax burdens and legal challenges for efficient asset distribution according to your precise wishes. Our strategic partners bring industry-leading experience and knowledge to clients from all walks of life—whether you’re just starting with basic documents like a will or power of attorney, or need complex trust solutions—tailoring expert guidance to protect everything you’ve built, while integrating tools like revocable living trusts or advanced directives to avoid probate delays and ensure privacy. This collaborative approach empowers you to focus on living fully, with peace of mind that your values and intentions endure for generations to come.
DEFINED BENEFIT REVIEW
Unlock Insights: Understanding Your Defined Benefits.
At Nexus Wealth Management, our team of experts is dedicated to bringing clarity and insight to the potentially confusing world of defined benefits, guiding you through the complexities of Social Security, pensions, and employer-sponsored plans with personalized, independent advice.
Understanding Your Benefits
At Nexus Wealth Management, we collaborate closely with individuals to review their Social Security Administration (SSA) options, ensuring a thorough understanding of available benefits, while also clarifying pension details and examining employer-sponsored plan documents to optimize their employer benefits. Our team of experts then seamlessly integrates these critical elements into comprehensive wealth management plans, tailoring strategies that align with your unique financial goals and empower you with a holistic approach to long-term security and success.
Understanding defined benefits and the intricacies of Social Security Administration (SSA) options, pensions, and employer-sponsored plans is crucial for individuals to make informed decisions that secure their financial future, as these elements form the backbone of long-term stability. At Nexus Wealth Management, our team of experts meticulously reviews all pertinent documents on your behalf, delivering the relevant facts that impact your benefits with clarity and precision. We eliminate the guesswork by guiding you on the optimal timing to take benefits, strategic pension management, and the best ways to leverage every aspect of your wealth for a comprehensive, tailored plan.
Ready to Get Started?
Connect Your Wealth Today – Empower a Secure Future with Independent Guidance