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Am I a Good Fit For Nexus?

Who We Serve

Our services tend to deliver the greatest value to individuals and families who are:


In one of these life stages:

  • High-income ($250,000+) with positive cash flow
  • Nearing retirement
  • Recently retired

Or, recently experienced a significant life event, such as:

  • Inheritance
  • Change in employment
  • Sale of business, real estate, or other asset
  • Divorce 

+ B.

  • Successful and friendly folks who value professional help so they can focus their time and energy on the people and activities they enjoy most.

+ C.

  • And, have accumulated investment assets of at least $500,000.

Sound like you? Like what we do?

Start HERE