Lance has provided consistent, thorough and professional service to my wife and me as regards determining and addressing our needs for life insurance, long term insurance and retirement finances....
Nexus Wealth Advisors
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Nexus Wealth Advisors is a financial advisory firm located in Santa Cruz, California, dedicated to providing expert wealth management services. The firm focuses on helping clients navigate their financial landscapes with personalized strategies to meet their unique goals.
With a commitment to client education and informed decision-making, Nexus Wealth Advisors aims to empower individuals and families to achieve financial security and success. Their knowledgeable team takes a comprehensive approach to finance, addressing various aspects from investment management to retirement planning.
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Reviews
After trying to work with several other financial advisors my husband and I finally met one that filled our needs. We met Lance at his Santa Cruz office near the harbor, where he helped us to...
I am thankful for Lance's expertise and knowledge in financial planning. Having been this my first time one to one with a financial planner he was very patient,addressed my questions and concerns...
Lost money while the market gained. Couldn't afford to lose what I had accumulated. Sorry but I can't recommend.

I've been working with Lance for eight years now and I have so much respect and appreciation for him. I am completely confident that Lance knows me as a person, and handles my investments and...
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