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Thoughtfulness defines our business.

Nexus Notes Quarterly

Blog

At Nexus, we take great care in producing thoughtful, quality and relevant content. We write about our views on investing and wealth planning, current events, updates on financial planning strategies (including estate and tax planning), and firm news.

Nexus Notes Quarterly

Blog

Built for Then, Not for Now: When It’s Time to Renovate Your Financial “Home”

Built for Then, Not for Now: When It’s Time to Renovate Your Financial “Home”

Topic:
Wealth Planning
Excerpt:
As another school year begins, my household is settling back into a familiar juggling act: two working parents, two young kids, school schedules,
What I Learned From Writing My Will Online

What I Learned From Writing My Will Online

Topic:
Estate Planning
Excerpt:
Working in private wealth management can feel like a type of exposure therapy. Propelled by the experiences of our clients, I have been slowly working