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
757.777.3980


Quality of Service

You are entitled to a high level of proactive, courteous service from all advisors at Nexus Financial, LLC.


Trusted Advisors

You have the right to work with a trustworthy, dependable, independent financial advisor focused on your path to financial strength. Your financial advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy. Your financial advisor will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.


Confidentiality

You have the right to the strictest levels of confidentiality with information provided to your Nexus financial advisor and supporting team members. We will protect all information to the highest standards outlined by the SEC, FINRA, State, and regulatory agencies.


Personalized Recommendations

You have the right to advice and recommendations based upon your defined needs, risk tolerance, and goals. Through holistic financial planning, your objectives are determined and appropriately prioritized.


Transparency

You have the right to a transparent relationship, clearly defining the costs for portfolio management, transactions, and advisory services. All communications from Nexus Financial will be straightforward and concise.


Prompt Responses

You have the right to a prompt response from your Nexus Financial team. If you attempt to contact us and we are unavailable, we commit to making our follow up with you a top priority. Should a request require additional research, our team will set a reasonable time frame for redress.


Education

You have the right to continual education along your path to financial strength. At Nexus Financial, our service to you goes beyond giving advice. We want to educate you on the important financial issues that can affect you and your family. Also, we want you to fully understand why a recommendation is made, and exactly how it fits into your portfolio.


Best Execution

You have the right to receive best execution of all investment decisions. Portfolio transactions will be executed in a timey manner, at the best available price, and with prompt third party confirmation.

Our focus is to develop personalized strategies, catered to each individual's unique situation. In the world of financial planning, there is no such thing as a one size fits all. This is why taking the step to seek out a trusted advisor is such an important decision. Our process starts with getting to know you, and what matters the most to you. Where are you now? Where do you want to go? What type of legacy do you want to leave behind? These are all important questions to consider, and whatever the answer may be, we are here to help. The approach we take is very comprehensive, ensuring that all financial concerns are not only determined, but also appropriately prioritized. Most of our clients have concerns that fall in one or several of these key areas:


  1. Wealth Management
  2. Retirement Planning
  3. Social Security Maximization
  4. Risk Management Planning
  5. Estate Planning
  6. Small Business Planning
  7. Special Needs Planning


We will walk you through our analysis, to first determine if you are on track to meet your goals based on any planning you may have done. We then educate you on any insurance or investment products you may currently have. It's important to understand what you have and how it works, to be able to truly assess whether it's meeting your needs or if there are any changes that need to be made. 


The next step, is to introduce any recommendations we may have. We take the time to explain why we are making the recommendations that we are making, and make sure that you completely understand how our solutions work, potential risks, and the cost involved. 


The last step, is the implementation of your plan. We aim to make this step a smooth process, and provide you with continued support along the way until plan completion. As a part of our family, we will be there to give you life-long financial guidance, and will be an advocate for you and your family. 

our Process

holistic financial planning just got a whole lot simpler.

Client Bill of rights