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Giving Back is In Our Nature

nexus of Change Santa Cruz, CA Nexus Wealth Advisors


Being the Change Together 

The Nexus of Change is an initiative created by Nexus Wealth Advisors designed to coordinate and amplify positive change in our community.

We believe most people have a fundamental desire to help and contribute, to make their community and our world a better place. The Nexus of Change is a way, with very little effort, for us to collaborate and amplify charitable giving locally.  

How Does Value Aligned Investing Work? Santa Cruz, CA Nexus Wealth Advisors

How Does It Work?

The Nexus of Change is an informal agreement between Nexus Wealth Advisors and the clients we serve who want to support positive impact in our community.

It does not obligate participants to give or pay anything. Rather, it commits Nexus Wealth Advisors to donate in a coordinated, amplified, and measurable way. Hopefully, it inspires and/or facilitates additional giving and impact from our friends, clients, and business associates.

Facets of Impact

Value-Aligned
Investing

Are your investments aligned with your personal values? They can be. While helping you achieve financial goals, your investments also can support causes that are important to you like: climate change and the environment, diversity, equality, employee satisfaction, and transparency. We give you the option to customize your portfolio to be congruent with your unique values.

Percentage of Revenue Donated

Annually, Nexus Wealth Advisors will donate a percentage of revenue received from clients participating in the Nexus of Change into a "donor advised fund" or DAF. Growth and income from the donor advised fund will be given to local charities each year.

Donation
Match

Nexus Wealth Advisors will match donations made by participating clients each year to select local non-profit organizations.

Nexus of Change
Award

Nexus Wealth Advisors sponsors an annual “Nexus of Change Award” which is a grant given to a local non-profit that is making significant positive impact in our community.

Complimentary Consultation

Upon request, we will connect you with local charitable giving experts who can help you coordinate and tailor your giving in an efficient, tax-favorable way that is also aligned with your personal financial plan. We have established relationships with estate experts, tax advisors, attorneys, consultants, and of course wealth managers.

No-Obligation Portfolio Review

If you have investable assets of $500,000 or more, we are happy to analyze your portfolio and meet with you to discuss what you own and how it may or may not align with your values and goals.


Still Have Questions?

Do I have to change my investments?

No. Changing your investments to be aligned with your values is optional. Clients (existing or new) may maintain a "conventional" investment portfolio and still choose to participate in the Nexus of Change. The only requirement is that you are or become a valued client of Nexus Wealth Advisors.

How do you define "value-aligned"?

"Value-aligned" is subjective. We have several ways of customizing your investments depending upon what is important to you, your investment goals and priorities, and your account/portfolio size. We are happy to discuss your values and explore options.

How much does it cost to participate in the Nexus of Change? 

There is no cost for participating in the Nexus of Change. Should you choose to donate to one of the select local non-profit organizations in order to take advantage of the Nexus of Change match, obviously that is on you. There are fees associated with working with Nexus Wealth Advisors but not with the Nexus of Change.

Is the Nexus of Change a non‑profit organization?

No, the Nexus of Change is not a business or non‑profit, it is a no‑cost no‑obligation option available to clients (and prospective clients) of Nexus Wealth Advisors.

What is the difference and interrelationship between Nexus of Change and Nexus Wealth Advisors

Nexus of Change is a program Nexus Wealth Advisors is offering to clients we serve who want to have a positive impact in Santa Cruz County and the world. The Nexus of Change is not a company or non‑profit; it is simply what we at Nexus Wealth Advisors are naming our corporate charitable giving initiative. The people of Nexus Wealth Advisors created the Nexus of Change as an option for clients who want to coordinate together to amplify positive impact on our community.

Making a Difference In Our Community

At Nexus, we are committed to leveraging our resources and time to leave a positive impact on our community. Below are some of the organizations we support and volunteer with.

Organizations We Support