Welcome to Nexus Wealth Advisors

Nexus Wealth Advisors is a fee-only financial planning and investment management firm located in Santa Cruz County. The firm is a registered investment advisor (RIA) in the State of California. The advisors of Nexus have served hundreds of clients over the last 20+ years. Nexus is designed and operated with each choice and every detail intended to create an exquisite experience of care, results and financial peace.

Our clients’ funds are held at Charles Schwab & Co., Inc.

Review the firm’s background on FINRA’s BrokerCheck.

Video: What We Do

Nexus Wealth Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Nexus Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Nexus Wealth Advisors, LLC unless a client service agreement is in place.