Nexus Wealth Advisors

Specialties

Through comprehensive financial planning and fee-​only investment management, we help people get clarity about their financial future and put in place actionable strategies to improve their results.

As fee-​only financial advisors, we help individuals, business owners, pre-​retirees, and retirees strip the stress from money and the future so they can focus on living life fully and doing what they love. A locally owned company, Nexus Wealth Advisors was created with the intent of crafting a financial services firm that provides clients with clarity, coordination, transparency, and exceptional care around preserving and growing wealth. Our vision is that our work generates ripples of peace, prosperity, and capacity for love and positive change in our community.

As «fiduciary» advisors, we operate under a different and higher standard of responsibility to clients than any other type of financial advisor. As an independent registered investment advisor (RIA), we are not obliged, incented or restricted and instead are free to recommend financial and investment strategies that are purely in our clients’ best interest.

Our fee-​only approach to investment management is simple, transparent, and easy to understand, and it gives us an incentive to grow clients’ assets not sell them a product. Our compensation is fully disclosed so clients are clear about what and how we get paid. Our clients enjoy continuous comprehensive financial planning as part of our offering to them.

History

Established in 2013.

Nexus Wealth Advisors was created in 2013 by Lance Wexler. Lance was originally securities licensed in 1994 when he worked for Lincoln Financial Group. In 2005 he started American Life Solutions. He was an independent financial advisor with Waddell & Reed starting in 2010. Lance opened Nexus Wealth Advisors in 2013. In 2015, Pacific Mountain Advisors merged with Nexus Wealth Advisors.

Lance founded Nexus Wealth Advisors with the intent of crafting a financial services firm that provides clients with choices, simplicity, value, quality, transparency, and exceptional care.

Meet the Business Owner

Lance W.

Business Owner

Lance is a local business owner, family man, philanthropist, and ocean loving artist.

Lance was originally securities licensed in 1994 when he worked for Lincoln Financial Group. An entrepreneur at heart, Lance has created several companies including: American Life Solutions, Coastline Funding Group, and ROI By Design. Prior to forming Nexus Wealth Advisors in 2013, he was a financial advisor with Waddell & Reed, Inc. There he excelled as a top producer earning a position in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UCSC.

Lance lives in Scotts Valley with his wife and two children. He is honored to be board treasurer of both CASA of Santa Cruz County and The Coastal Watershed Council. He has a passion for nature, the ocean in particular, and is a member of the U.S. Coast Guard Auxiliary. His favorite activities include: exploring and discovering with his children, tennis, surfing, sculpting stone, and connecting with people.