Welcome to Nexus Wealth Advisors

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

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About Our Office

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:

Our Client Experience

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

Angel Jimenez

CLIENT SERVICE AND OFFICE ADMINISTRATOR

831-476-5210

angel.jimenez@unitedcp.com

Our United Capital Team Location

365-B Lake Avenue
Santa Cruz CA, 95062

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

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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.