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®