The Link Between Vision and Wealth EXPERIENCED WEALTH MANAGERS With over three decades of combined
we understand that challenges are inevitable,
but panic doesn’t have to be. CRAFTING YOUR WEALTH STRATEGY Discuss. Design. Implement. Your family’s
goals are uniquely yours.
nature_people people A PARTNERSHIP WITH YOU At Nexus, we sit on your side—guided
by integrity, transparency, and expertise.
Nexus Wealth Management EXPERIENCED WEALTH MANAGERS With over three decades of combined
we understand that challenges are inevitable,
but panic doesn’t have to be. CRAFTING YOUR WEALTH STRATEGY Discuss. Design. Implement. Your family’s
goals are uniquely yours.
nature_people people A PARTNERSHIP WITH YOU At Nexus, we sit on your side—guided
by integrity, transparency, and expertise.
 Personalized strategies.
Time-tested results. EXPERIENCED WEALTH MANAGERS With over three decades of combined
we understand that challenges are inevitable,
but panic doesn’t have to be. CRAFTING YOUR WEALTH STRATEGY Discuss. Design. Implement. Your family’s
goals are uniquely yours.
nature_people people A PARTNERSHIP WITH YOU At Nexus, we sit on your side— guided
by integrity, transparency, and expertise.
Independent
Wealth Management

FINANCIAL PLANNING

Without a plan, even strong goals can drift off course. Financial planning helps you stay focused, organized, and prepared for your financial journey.

FINANCIAL PLANNING

PORTFOLIO MANAGEMENT

We believe confidence in your investment strategy begins with clarity. We look beyond short-term returns, applying evidence-based strategies.

PORTFOLIO MANAGEMENT

ESTATE & TAX PLANNING

We believe the best outcomes materialize when every advisor is aligned—through open discussion, collaboration and shared strategy.  

ESTATE & TAX PLANNING

RISK MANAGEMENT

Confidence today.  Security for tomorrow. With a solid risk management strategy, you can face today’s decisions with peace of mind.

RISK MANAGEMENT

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Discovery

An open-ended discovery conversation. We listen to your goals and priorities, and outline our approach to wealth management, taking into consideration your values and comfort level in our collaboration.

Financial Analysis and Projections

Review your current financial plan to see if it’s aligned with your goals and  set to deliver the desired outcome. Together, we’ll identify strengths, uncover gaps or inefficiencies, and explore opportunities for improvement

Design and Implement

We take the complexity out of wealth management, offering direct, actionable advice that helps clients make informed decisions in seeking to execute their plan effectively.

Continued Partnership

Our work doesn’t end once your plan is in place — it’s where it begins. As your trusted partner, we continually monitor and adjust your strategy to keep it aligned with your goals as life evolves.

Working with Nexus Wealth Management: Our Process

Every great financial plan begins with understanding — who you are, what you and your family value, and where you want to go. Our process is designed to uncover what matters most and translate that insight into a clear, actionable strategy for pursuing long-term success.

Explore Our Services

About Nexus Wealth Management

Our philosophy is simple:  Provide a consultative approach to wealth management.  Our clients are seeking a strategic partnership to help them overcome the common barriers to a confident financial plan. At Nexus, we strive to be different—more than a wealth advisor, we are a valued council. In our role we listen, educate, and construct the solution that meets your vision. 

OUR TEAM

With over 30 years of combined experience, our investment team serves clients with the expertise, integrity, and personal service you expect.

Work with a team of experienced, innovative professionals—driven by a single focus: you.

Jason Gaynor, Co-Founder Nexus Wealth Management

Jason Gaynor
Wealth Manager
Nick Sheppard, Co-Founder, Nexus Wealth Management

Nick Sheppard
Wealth Manager
Tess Maegan, Client Service Manager

Tess Maegan
Client Service Manager

 “Confidence for your rainy day. Reward for your perseverance.”

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.