Nexx WealthNexx Wealth

PRIVATE WEALTH

Grow Wealth With Clarity

Get a clear plan for retirement, investments, taxes, and family money. We turn hard choices into simple next steps you can use now.

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Metric 01

15+

Years guiding families

Metric 02

250+

Plans reviewed each year

Metric 03

4.8/5

Average client rating

How We Work

Four Clear Steps

Map income, savings, and withdrawal timing for life after work.

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12-week plan

Retirement Income Plan

From $1,500

Map income, savings, and withdrawal timing for life after work.

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2-week review

Portfolio Risk Review

From $1,250

Tax folders and sealed envelopes shifting into a cleaner order on a travertine ledge.

Tax season help

Tax-Aware Portfolio Plan

From $1,100

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01Plan check

Estate Plan Map

From $1,300

Align wills, trusts, and beneficiary forms with your family plan.

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0230-day setup

Cash Flow Plan

From $950

Build a monthly spending map, savings path, and reserve target.

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03For families

Family Wealth Guide

From $1,800

Keep parents, partners, and heirs on the same page about money.

Core Services

Wealth Services For Every Stage

Tell us what you want, what you own, and what feels off.

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01

Book Intro Call

Tell us what you want, what you own, and what feels off.

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02

Map Your Money

We review income, savings, tax issues, and risk points.

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03

Build The Plan

You get clear steps for investing, retirement, and estate work.

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04

Track And Adjust

We meet on schedule and update the plan as life changes.

Client Results

Client Results Stories

One planning call Retirement income map Portfolio snapshot Cash flow check Tax saving notes

Billed monthlyBilled monthly

Starter

From $499/mo

  • One planning call
  • Retirement income map
  • Portfolio snapshot
  • Cash flow check
  • Tax saving notes
Most popularBilled monthly

Signature

From $1,250/mo

  • Two strategy calls
  • Asset mix review
  • Retirement drawdown plan
  • Tax move list
  • Estate paper checklist
  • Quarterly risk scan
Billed quarterlyBilled quarterly

Scale

From $2,950/mo

  • Four strategy calls
  • Ongoing portfolio shifts
  • Retirement cash plan
  • Tax year planning
  • Estate meeting support
  • Family wealth brief

What Clients Say

Words From Clients

Set a sale plan, cut tax drag, and built income for the next decade.

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Tech

Founder Sale, Clear Income

Set a sale plan, cut tax drag, and built income for the next decade.

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Healthcare

Doctor Pay, Better Savings

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Legal

Law Partner Retirement Map

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Business Owner

Business Sale Cash Plan

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Private Client

Trust And Estate Review

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Retirement planning

Alicia Morgan

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Investment management

Daniel Kim

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Tax-efficient moves

Priya Shah

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Family wealth guidance

Noah Ellis

Proof

Customer notes

Verified

“Our retirement plan finally made sense, and we knew what to do next.”

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Marissa Hale

Partner, Hale & Frost LLP

Verified

“They cleaned up our portfolio and cut the guesswork from every review.”

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Jonah Reed

CFO, North Peak Labs

Verified

“The tax notes saved us time at year end and kept us on track.”

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Priya Menon

Owner, Green Arbor Dental

Service area

New York Metro

Manhattan, Brooklyn, Queens, Bronx, Staten Island, Jersey City

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Area 01

New York Metro

Manhattan, Brooklyn, Queens, Bronx, Staten Island, Jersey City

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Area 02

Long Island Region

Nassau County, Suffolk County, Huntington, Garden City, Hempstead

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Area 03

Greater Connecticut Area

Greenwich, Stamford, Norwalk, New Canaan, Darien

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Area 04

New Jersey Metro

Jersey City, Hoboken, Newark, Summit, Short Hills

The Map

Journal

Read The Latest

Questions

Common Questions Answered

Quick answers before visitors choose a product, service, or next step.

01What does Nexx Wealth do?+

We build retirement, investment, tax, and estate plans for professionals and families with real money to protect.

02Do you manage investment portfolios?+

Yes. We review holdings, set a target mix, watch risk, and rebalance when your plan calls for it each quarter.

03How do fees work?+

Fees depend on plan size and service level. We offer starter, ongoing, and custom advisory options with clear monthly pricing.

04Can you help with taxes?+

Yes. We look for tax-aware moves in investing, cash flow, gifts, and retirement income, then map each step into your plan.

05Do you work with families?+

Yes. We help couples, parents, and heirs line up money choices, documents, and long-term goals before big life changes.

06Where do you meet clients?+

We meet by phone, video, or in person for clients in New York Metro, Long Island, and Connecticut, plus nearby towns.

Monthly Money Notes

Get short notes on retirement, tax moves, and portfolio checks sent once a month.