We put our clients first. Always.
Wealth management should be more than an A to B conversation from advisor to client. We believe we're most effective when the path to client financial goals is an interactive and progressive conversation.
To bring "our absolute best to the table," Nexus Capital provides a centralized, multi-faceted, and interactive platform so our clients remain connected, educated, and on track to meet their goals.
- At Nexus we use the Charles Schwab platform to manage portfolios, giving us access to endless support and resources. With that, clients have access to Schwab Alliance, a customized platform designed specifically for clients of advisors. It is the key to empowering our clients to electronically approve everything from new accounts to transactions.
- Clients also have access to eMoney Advisor, a comprehensive financial planning software application that offers both goals-based and cash-flow-based analyses and projections.
- Our blog page features recent articles and insights on the latest happenings in the world of finance that we find relevant to help keep our clients informed and our advisors up to date.
- We want client input so we can improve, so we also provide password-protected client surveys to ensure the integrity of the feedback we get.