A complete list of active advisors currently associated with Nexus Wealth Management, LLC

Warmer can help you find a great advisor at Nexus Wealth Management, LLC or one who fits your needs even better.

Nexus Wealth Management is an independent advisory firm that serves individuals and high‑net‑worth clients with discretionary asset management, financial planning, and consulting. The firm provides investment management directly, recommends and monitors third‑party managers and platforms, and sponsors a wrap fee program that combines advisory services and transaction costs. Nexus tailors strategies to each client’s goals, time horizon, and risk tolerance and documents those preferences in an investment policy statement, using fundamental, technical, and cyclical analysis as appropriate. The firm may employ long‑term, short‑term, trading, and options‑writing strategies, and it often delegates day‑to‑day portfolio management to independent managers while retaining ongoing monitoring and conducting annual reviews. What distinguishes Nexus from many peers is its role as a wrap fee program sponsor, its affiliation with a parent insurance agency through which the firm’s principal offers insurance products, and its practice of hosting free educational seminars and workshops for the public — features that are relatively uncommon among similar independent advisors. The firm also frequently uses the Orion Portfolio Solutions platform for third‑party management and discloses and addresses conflicts that may arise from insurance commissions and referral arrangements.

To learn more about the advisors currently working at Nexus Wealth Management, LLC, 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.