Nexus Strategic Wealth
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About
Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners and a range of non-individual entities, including trusts, estates, charitable organizations and business entities. Its advisory services cover asset allocation and security selection, retirement and savings planning, business and estate planning, and divorce-resolution financial analysis.
The firm reports $56,159,824 in discretionary assets under management and typically charges percentage-of-AUM fees for portfolio management while offering hourly financial consulting engagements for planning and special projects. Nexus uses a mix of quantitative and qualitative analysis, modern portfolio theory and may select independent sub-advisors through a Charles Schwab program, with clients granting discretionary trading authority or specifying written restrictions.
Compared with many peers, Nexus emphasizes divorce-resolution services and business-planning support (backed by a Certified Divorce Financial Analyst on staff) and offers written financial plans and consulting in addition to managed accounts. The firm operates with a two-advisor team, focuses its work with trusts, estates and business clients rather than a broad retail roster of high‑ or non‑high‑net‑worth individuals, and leaves proxy voting to clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.40% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.85%
$300 per hour
Main office
18840 SW Boones Ferry Rd. Suite 310
Tualatin OR 97062
Advisors at this office
2
Most active in
Oregon · Texas · Washington
Also doing business as
Nexus Strategic Wealth · Nexus Strategic Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Adrian G
Series 65
Tualatin, OR
Nexus Strategic Wealth
Adrian Guzman Pena is a financial advisor at Nexus Strategic Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Advocates Investment Management and Type A Financial. Outside of advisory work, he manages finance for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners, and various non-individual entities. The firm focuses on asset allocation, retirement and estate planning, and divorce-resolution financial analysis, serving a specialized client base with a two-advisor team.
Stacee L
Series 63, Series 66
Tualatin, OR
Nexus Strategic Wealth
Stacee Love Malcolm is a financial advisor with Nexus Strategic Wealth in Tualatin, OR, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Her prior roles include positions at Financial Advocates Investment Management and LPL Financial. Nexus Strategic Wealth offers discretionary portfolio management and financial consulting primarily to families, business owners, trusts, estates, charitable organizations, and business entities. The firm integrates quantitative and qualitative analysis with modern portfolio theory and emphasizes services such as divorce-resolution and business planning alongside traditional investment management.
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