A complete list of active advisors currently associated with Nexus Strategic Wealth
Warmer can help you find a great advisor at Nexus Strategic Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Nexus Strategic Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tualatin, OR
| 1
| |
Tualatin, OR
| 25
|
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