Fee-based financial planning and investment advisory services are offered by Nexus Wealth Management, LLC, a Registered Investment Advisor. Insurance products and services are offered through Nexus Financial, LLC. Nexus Financial, LLC and Nexus Wealth Management, LLC are affiliated companies. All written content on this site is for information purposes only. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Virginia or where otherwise legally permitted.
Nexus Financial, LLC.
1545 Crossways Blvd., Ste. 250
Chesapeake, VA 23320
We know planning for our financial future is critical, but we often do not have the time or the expertise to do the research and craft a plan to make these needed financial decisions. Nexus Financial works as your financial link, helping you enjoy your life more today, while building a more secure tomorrow.
Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It's subject to a 2% floor of the adjusted gross income on a personal tax return. Please speak to your tax advisor for further advice.
Yes. Most of our clients are referrals from existing clients and professional advisors.
We do not hold client accounts in house. We use Interactive Brokers, LLC (NYSE: IBKR) as our custodian and the cost for using this platform is included in our flat fee wrap program.
*These links are not associated with Nexus Financial, LLC. and Nexus Financial, LLC is not responsible for incidents on other sites. These are for research purposes only.
life.org - independent organization on life insurance
Special needs links
Financial Industry Regulatory Authority
Securities & Exchange Commission
Virginia - State Corporation Commission
Industry resource to do homework on your advisor
Independent investment analysis - Industry standard
Independent Investment analysis - 2nd opinion
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