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Nexus Strategic Wealth
Nexus Strategic Wealth is a financial advisory firm offering retirement planning, asset and wealth management, divorce planning, and specialty strategies.
Overview
Nexus Strategic Wealth is a financial advisory firm offering retirement planning, asset and wealth management, divorce planning, and specialty strategies. The firm aims to be clients' financial center point, providing connections, teamwork, strategy, and support to link money to dreams. It emphasizes relationships built on trust and open communication, fee and service transparency, and flexible but consistent planning.
General information
Firm type
Multi Family Office
Location
Country
United States
City
Tualatin
Principals
Stacee Love-Malcolm
CDFA — Financial Advisor / Divorce Finance Analyst
Adrian Guzman — Partner
Financial Advisor and Portfolio Analyst
Amanda Burr — Client Relations / Director of Operations
Frequently asked questions
How does Nexus Strategic Wealth source its investment opportunities?
Sourcing relies predominantly on the private networks of its principals and the co-investment relationships maintained by its underlying families. Without a public brand presence or marketed fund vehicles, deal flow is accessed through existing manager relationships, private syndicates, and direct introductions rather than open-market processes or intermediary-led auctions.
What investment strategies does the firm pursue?
Based on the firm's implied mandate, Nexus Strategic Wealth allocates across private equity, venture capital, real assets, and opportunistic credit. The absence of a public track record or named portfolio companies means specific sector concentrations and return targets are unverifiable through open sources.
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