Expert wealth planning, discerning advice
Expert wealth planning, discerning advice
Who We Serve
Entrepreneurs
& Professionals
Medical Professionals
Business Owners
Income Planning | Tax Planning | Risk Management
Estate Planning | Investment Management | Team Coordination
HNW / UHNW Families
Income Planning | Tax Planning | Risk Management
Estate Planning | Investment Management
Team Coordination
Message from the founder
I founded Nexus Wealth Strategies to provide business owners and high-net-worth individuals with meticulously designed financial solutions and fiduciary wealth management.
The trusted Certified Private Wealth Advisor® designation underscores my enduring commitment to excellence and leading-edge industry knowledge. I bring objective, sophisticated financial planning and asset management acumen—aligning thoughtful strategies with your goals to help you optimally preserve, grow and transfer wealth.
My ultimate goal is to empower you to effectively navigate wealth management, adding clarity, exceptional insights and creative solutions every step of the way.
I welcome the opportunity to meet, listen and collaborate to achieve your unique goals.
— Jeff Green, CPWA®