Nexus is a local and independent financial planning firm that specializes in personalized service and tailored solutions. We listen rigorously and authentically care for our clients' financial wellness and quality of life. Our fee-structure is simple, completely transparent, and designed to eliminate conflicts of interest.
No complex or hidden fees
Jo R. —
Positive: Professionalism, Quality, Responsiveness, Value
Lance is professional and extremely competent. He has a unique
For a copy of Libra's current ADV brochure, please contact the Advisor at (831) 420-1340. For a copy of APWM's current ADV brochure, please contact the Advisor at (530) 280-7340. Additional information on Libra and/or APWM may also be found on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the respective
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Financial advisors in Santa Cruz, CA
Financial planning in Santa Cruz, CA