Nexus Wealth Management Group at Morgan Stanley

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Nexus Wealth Management Group

OUR MISSION STATEMENT

To provide clients with solutions, services and consultation, and to deliver an exceptional client experience.

Our Story and Services

Our Story and Services

We are Nexus Wealth Management Group, connecting the vast resources of Morgan Stanley with the experience of highly-trained professionals.  

We begin with a mission to connect you to Morgan Stanley’s premier wealth management solutions and unparalleled banking and lending capabilities.  We complement these resources with our reliable service model and dependable communication.  Our goal is to be the central point for your wealth management decisions by delivering an exceptional experience.

Whether preserving, growing or distributing your wealth, we are always thinking ahead on your behalf. The next time you consider your retirement; the next time you reflect on your family’s goals; the next time the unexpected happens – think of us. 

You can trust us to take good care of your financial future.

Services Include

  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Divorce Financial Analysis
  • Financial Planning


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

A “nexus” is an important relationship between people or concepts, a means of connection, or a central and important point or place. Nexus Wealth Management Group was created out of this idea: to be your connection to what matters most to you.  We understand that managing wealth involves far more than managing an investment portfolio. It begins with developing a comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest in a way that reflects the realities of your life and the uniqueness of your long-term goals. 

We are committed to building strong connections. Whether connecting you to the ideas and solutions drawn from Morgan Stanley’s thought leadership, or to our user-friendly digital platform; connecting you with other professionals or with a strategy for your family’s success – forging meaningful connection is the core of who we are and what we do at Nexus Wealth Management Group at Morgan Stanley. We partner closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you.

As our relationship evolves, we hope you will regard Nexus Wealth Management Group as a valued resource who can help you make a more informed decision on any financial issue.

Experience

Experience

Members of the Nexus Wealth Management Group at Morgan Stanley hold the following certifications, designations, licenses and advisory titles:

CFP® Certified Financial Planner™ certification – recognized as the highest standard in personal financial planning

ChFC® (Chartered Financial Consultant®) designation – addresses all aspects of financial planning with a focus on the practical applications of those principles

CIMA® (Certified Investment Management Analyst®) certification – the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant

CDFA® (Certified Divorce Financial Analyst™) designation – awarded by The Institute of Divorce Financial Analysts™, presented exclusively to individuals trained to provide advice on financially equitable divorce settlements

Senior Portfolio Management Director – representing a level of achievement and knowledge for Morgan Stanley's Consulting Group Portfolio Management platform with established standards respected throughout the industry 

Licensed to provide Life, Disability and Variable Life Insurance; Variable Annuities and Long-Term Care Insurance

Meet Nexus Wealth Management Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Nexus Wealth Management Group today.

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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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