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For Current Clients


GuideCenter Santa Cruz, CA Nexus Wealth Advisors

GuideCenter is your online portal to manage your financial life and engage with your advisor anywhere, anytime.

GuideCenter

eMoney Santa Cruz, CA Nexus Wealth Advisors

eMoney is the top-shelf tool we use to craft sophisticated projections and comprehensive, interactive financial plans.

eMoney


Envestment Santa Cruz, CA Nexus Wealth Advisors

Envestnet has robust and coherent portfolio performance reports.

Envestnet

Charles Schwab Santa Cruz, CA Nexus Wealth Advisors

Charles Schwab & Co., Inc gives you complete transparency and control of your investment accounts.

Charles Schwab