Welcome to Nexus Wealth Advisors

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

What should I expect? At Nexus Wealth Advisors, we help improve the lives of our clients by bringing truth, understanding and discipline to their financial decisions. Our goal is to give them genuine control over their financial life. We use a dynamic process based on the life you want to lead and continually adapt to the changing world and your evolving needs. We help ensure that you can live the life you want. Isn't that what a wealth manager is for? We call if Financial Life Management. 

Our approach:

  • Is driven by research and informed by experience
  • Gives you a clear framework for deciding what’s right for you
  • Delivers dynamic plans and individualized investment portfolios
  • Incorporates collaborative, engaging and easy digital tools

Our Client Experience

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Lance A. Wexler
Wealth Manager & Managing Member
Rebekah Coss
Client Relationship Manager
Angel Jimenez
Client Service and Office Administrator
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Lance A. Wexler, CMFC®

Wealth Manager & Managing Member

lance@nexuswa.com

Lance A. Wexler is a Chartered Mutual Fund Counselor (CMFC®) and Wealth Manager with Nexus Wealth Advisors. He was originally securities and insurance licensed in 1994, when he worked for Lincoln Financial Group. Prior to forming Nexus Wealth Advisors, Lance was a financial adviser with Waddell & Reed, Inc. Lance is a local business owner, family man, philanthropist and ocean-loving artist.

Lance has a calling to help people strip the stress from money so they can focus on living life fully and doing what they love. He founded Nexus Wealth Advisors with the intent of crafting a financial services firm that provides clients with choices, simplicity, value, quality, transparency and exceptional care. His vision is that with each choice, each option, the firm manifests as a nexus of financial peace.

An entrepreneur at heart, Lance has created several companies including, American Life Solutions, Coastline Funding Group and ROI By Design. He excelled as a top producer, earning a position in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UC Santa Cruz and participated in coursework toward a Doctorate of Clinical Psychology program at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course (BPC-38), a rigorous two-year professional program produced by The Aji Network.

Lance has been in the Santa Cruz area since 1991 and currently lives in Scotts Valley with his wife and two children. In pursuing his passion for helping children and the environment, he is deeply involved with two nonprofit organizations. He is honored to be a Board Member and treasurer of Court Appointed Special Advocates of Santa Cruz County (CASA). He also serves as Treasurer and board member of The Coastal Watershed Council. Lance has a passion for nature, the ocean in particular, and is a member of the U.S. Coast Guard Auxiliary. His favorite activities include, exploring and discovering nature with his children, tennis, hiking, surfing, diving, sculpting stone and connecting with people.


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Rebekah Coss

Client Relationship Manager

rebekah@nexuswa.com

Rebekah is a Central Coast native who brings poise and proficiency to her position. As Client Relationship Manager, Rebekah works closely with Lance managing client relationships, implementing strategies, and developing financial plans for our clients. Focusing on helping Nexus provide superb service, she is a dynamic, positive, experienced professional who is willing to go the extra mile to make sure our clients' needs are met.

Rebekah began her career in the financial industry over 10 years ago and has specialized in banking, investment, and small business solutions. She developed a passion for helping people simplify the potential stressors that can often exist with respect to their finances, and has dedicated herself to the Nexus vision of helping people make sound decisions that provide them peace for the future.

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Angel Jimenez

Client Service and Office Administrator

angel.jimenez@unitedcp.com

Angel has been a life-long resident of the Santa Cruz County. Born in Watsonville CA and raised in Royal Oaks, Angel has developed a passion through personal experiences about how impactful money and finance can be. He has passion for helping people achieve peace of mind around money and live the life they desire. 

He is a nature enthusiast who enjoys exploring the wilderness in all of its natural beauty, from the mountains of Oregon to our beautiful Central Coast. Some of his hobbies include working out at the gym, spending time with his charming dog (Brodie) and connecting with people. 

As the Client Service and Office Administrator, Angel’s job is multi-faceted but primarily focused on helping Nexus provide superb service to you. He is compassionate, positive, highly intelligent, experienced, professional and competent. When you call he will likely answer the phone. When you come to the office he will greet you with a smile.

He is committed to your experience with our firm being comfortable, easy, and productive.

Start the conversation

365-B Lake Avenue
Santa Cruz, CA 95062
831-476-5210

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) and Nexus Wealth Advisors, LLC (“Nexus”), investment advisers registered with the SEC. United Capital and Nexus are separate and unrelated companies.