Nexus Wealth Advisors

We help reduce stress around money and the future so you can focus on living life
fully and doing what you love. We call it Financial Life Management powered by
United Capital.

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About Our Office

At Nexus Wealth Advisors, we help improve the lives of our clients by bringing clarity, understanding and discipline to their financial decisions.

What should you expect?

A different approach—one that begins with exploring why money matters in your life. Money is just fuel—where is your unique destination? We can’t know what is best for you without getting to know about where you are and where you want to go. We won’t give you an abbreviated one-time financial plan or a one-size-fits-all investment solution. Working with us, you will have answers to these important questions:

Our approach:

Check out how we are coordinating and amplifying positive change in Santa Cruz County and beyond. Visit www.NexusOfChange.org to learn more.

Meet Our Financial Advisor Team

Lance A. Wexler, CMFC®

WEALTH MANAGER & MANAGING MEMBER

831-476-5210

lance@nexuswa.com

Rebekah Coss

CLIENT RELATIONSHIP MANAGER

831-476-5210

rebekah@nexuswa.com

Autumn C.

CLIENT SERVICE AND OFFICE ADMINISTRATOR

831-476-5210

autumn@nexuswa.com

Our Team Location

365-B Lake Avenue
Santa Cruz, CA 95062

Telephone: 831-476-5210
Facsimile: 831-476-5212

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Local Happenings

May 06, 2019

Nexus of Change

COORDINATING AND AMPLIFYING POSITIVE CHANGE

Learn about the Nexus Wealth Advisors initiative that centers arou...

Read more

About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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Personal Wealth Management Investing

Discover Your MoneyMind®.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life.

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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

Speak With A Financial Advisor

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