Are your investments aligned with your personal values? They can be. While helping you achieve financial goals, your investments also can support causes that are important to you like: climate change and the environment, diversity, equality, employee satisfaction, and transparency. We give you the option to customize your portfolio to be congruent with your unique values.

Annually, Nexus Wealth Advisors will donate a percentage of revenue received from clients participating in the Nexus of Change into a "donor advised fund" or DAF. Growth and income from the donor advised fund will be given to local charities each year.

Nexus Wealth Advisors will match donations made by participating clients each year to select local non-profit organizations.

Nexus Wealth Advisors sponsors an annual “Nexus of Change Award” which is a grant given to a local non-profit that is making significant positive impact in our community.

Upon request, we will connect you with local charitable giving experts who can help you coordinate and tailor your giving in an efficient, tax-favorable way that is also aligned with your personal financial plan. We have established relationships with estate experts, tax advisors, attorneys, consultants, and of course wealth managers.

If you have investable assets of $500,000 or more, we are happy to analyze your portfolio and meet with you to discuss what you own and how it may or may not align with your values and goals.