Who we are
At Nexus Wealth Management, we bring over 30 years of combined experience guiding clients through every phase of the market—from the uncertainty of bear markets to the opportunities of bull markets. That experience has shaped not just how we manage wealth, but how we build an alliance with you.
Our approach is anchored by the Nexus Blueprint—a client-centric philosophy where your goals become our goals, and your success defines our success. We don’t just manage assets; we form lasting partnerships built on transparency, alignment, and shared purpose.
This commitment is more than a process—it’s a covenant. It's where our passion lies, and it's what drives us to deliver thoughtful, personalized strategies for every stage of your financial journey.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
— Warren Buffett
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.
How we work
At Nexus Wealth Management, we do things differently. As an independent firm, we are not bound by sales quotas or corporate agendas—giving us the freedom to focus entirely on what matters most: you.
Our approach is rooted in core values and a consultative philosophy. We combine thoughtful, personalized advice with forward-thinking strategies that break through the conventional limitations often found in traditional wealth management.
We take the time to truly listen—understanding your goals, values, and long-term vision. From there, we build a tailored, scalable plan designed specifically for your family’s unique needs. Because no two clients are alike, our solutions are never one-size-fits-all. Every strategy we design is crafted in an effort to turn your vision into reality.