Nexus Wealth Management

Services Offered

• 401(k) Benchmarking
• Wealth Management
• Inheritance Planning
• Investment Advice
• Insurance Planning
• Tax-Mitigating Investment Strategies

About

Nexus Wealth Management is a financial advisory firm located in Missoula, Montana, specializing in employer-sponsored plans such as 401(k)s and Cash Balance Plans. The firm offers a range of services including 401(k) benchmarking, private wealth management, investment advice, insurance planning, and tax-mitigating investment strategies. Their expert advisors focus on optimizing 401(k) plans for Plan Administrators and assist clients in building comprehensive financial plans. Nexus Wealth Management serves both individuals and businesses looking for tailored financial solutions.

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