Our Process & Portfolio

A Clear Process!

A Smarter Portfolio!

At Nexus Financial Strategies, we guide you through a personalized investment process designed to grow and protect your wealth—specific to your unique goals. Our fee-for-service model ensures transparency, and our Syntera Portfolios™ offer structure, strategy, and security tailored to your goals.

A Process Built Around You. A Portfolio Built for You.

Step 1: The FIT Meeting

We start with your “why.” In a short call or video meeting, we explore your goals, current situation, and whether we’re the right fit for each other. We’ll also explain how we’re compensated—either through a transparent advisory fee or hourly planning, depending on your needs.

Step 2: Personalized Planning

If we decide to move forward, we begin crafting a plan tailored to your life. We define expectations, gather deeper insights, and analyze your financial picture. You’ll never feel rushed—this step is about clarity and comfort.

Step 3: Your Custom Strategy

We present your plan and walk through our recommendations. If you’re ready, we’ll open accounts and begin implementing your strategy using our Syntera Portfolios™—designed to align with your goals, values, and risk tolerance.

Step 4: Ongoing Guidance

We don’t just build plans—we build relationships. Through regular reviews and proactive updates, we help you stay on track. Behind the scenes, we continuously monitor your portfolio and adjust as needed.

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Our approach to your money:

Syntera

Portfolios™

Guiding your growth. Guarding your wealth.

Syntera means synergy of structure, strategy, and security—the three pillars of how we manage your investments.

  • WHO IT’S FOR: Cost-conscious investors seeking broad market exposure

    KEY FEATURES: Passive, index-based, low-fee portfolios

  • WHO IT’S FOR: Long-term investors seeking strategic growth

    KEY FEATURES: Actively managed, goal-driven, risk-aware

  • WHO IT’S FOR: Retirees or those drawing income

    KEY FEATURES: Built-in cash wedge strategy to reduce volatility

  • WHO IT’S FOR: Values-based investors focused on sustainability

    KEY FEATURES: ESG-focused portfolios aligned with environmental ad social responsibility

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