Expert guidance, cutting-edge strategies, and personalized solutions to help you build lasting financial prosperity — from $100K portfolios to billion-dollar family offices.
From portfolio construction to estate planning, we offer a complete suite of services tailored to your life stage and goals.
Actively managed and model-based portfolios built around your risk tolerance, time horizon, and return objectives.
A holistic roadmap covering all aspects of your financial life, reviewed and updated annually with your dedicated advisor.
Preserve your wealth and ensure a lasting legacy with advanced estate strategies coordinated with our legal partners.
Coordinate your investment, retirement, and estate strategies to legally minimize your tax burden year after year.
Map your path to a comfortable, financially secure retirement with personalized income strategies and drawdown planning.
Tailored financial strategies for entrepreneurs and business owners — from startup funding to exit planning.
Choose from a curated selection of investment vehicles managed by our award-winning portfolio team.
Diversified stock portfolios across US, international, and emerging markets with active and passive strategies.
Government, municipal, and corporate bonds providing steady income with capital preservation as primary goal.
Low-cost, diversified ETF models automatically rebalanced to maintain your target risk profile and allocation.
Access to hedge funds, private equity, real assets, and infrastructure through our institutional network.
Gold, silver, and commodity exposure as portfolio diversifiers and inflation hedges through physical and fund structures.
Align your investments with your values through portfolios screened for environmental, social, and governance factors.
Diversified real estate exposure through publicly traded and private REITs, offering income and growth potential.
Automated, algorithm-driven portfolio management for investors seeking low-cost, hands-off wealth building.
Our wealth management division has consistently outperformed major benchmarks since 2018, delivering strong risk-adjusted returns across market cycles.
| Strategy | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Conservative | +6.1% | +4.8% | +5.1% | +5.9% |
| Moderate | +9.4% | +8.2% | +9.3% | +10.1% |
| Balanced Growth | +14.2% | +11.7% | +12.8% | +12.4% |
| Aggressive | +18.6% | +14.1% | +16.2% | +15.9% |
| ESG Sustainable | +11.3% | +9.6% | +10.6% | +11.2% |
| S&P 500 (Benchmark) | +13.1% | +10.0% | +11.6% | +11.9% |
Past performance does not guarantee future results. Returns shown are net of fees and based on model portfolios.
For clients with $1M+ in investable assets, NexusBank Private offers a white-glove experience with access to exclusive investment opportunities and dedicated relationship management.
Your single point of contact for all banking, investment, lending, and advisory needs — available 24/7.
Exclusive rates on deposits, lending, FX conversion, and fee waivers across all product lines.
Exclusive access to capital-protected notes, structured products, and select pre-IPO opportunities.
Multi-currency accounts, overseas property financing, and global investment capabilities in 40+ countries.
For qualifying clients with $1M+ investable assets
Subject to eligibility review and minimum asset requirements
Starting your wealth management journey with NexusBank takes four simple steps.
A no-obligation consultation to understand your goals, financial situation, and what matters most to you.
We assess your complete financial picture — assets, liabilities, income, tax position, and risk tolerance.
Your dedicated advisor builds a tailored plan covering investments, protection, tax, and estate planning.
Regular reviews, proactive rebalancing, and continuous advice to keep your plan on track as life evolves.
Our advisors hold the industry's most respected credentials and average 18 years of client-facing experience.
Whether you're just starting out or managing a multi-generational legacy, NexusBank Wealth Management is with you every step of the way.
Investment and wealth management products offered through NexusBank Wealth Management, a registered investment advisor. Investment products are: Not a deposit — Not FDIC insured — Not insured by any federal government agency — Not guaranteed by the bank — May go down in value. Past performance is not indicative of future results. All return figures shown are hypothetical model portfolio returns and do not represent actual client results. Investment involves risk, including possible loss of principal. Please consult your NexusBank advisor regarding the suitability of any investment strategy for your individual situation.