PURSUE YOUR PASSION UNINTERRUPTED

We are a highly seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory business with a vision to make a difference with each of our clients, engage and unleash the path finders in the communities we care for, and inspire NextGen leaders.

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INSPIRED BY HUMAN CONNECTION

UNLEASHED BY HUMAN COMPASSION

TRANSFORMED BY HUMANS IN ACTION

OUR APPROACH

We are a private wealth management company with a simple mission: to be with our clients. Of course there is nothing simple behind “the how” of our connections with our clients which is why we measure everything.

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WHAT REALLY WORKS

For over 25 years we have been supporting difference makers around the world and next generation entrepreneurs, artists, athletes, and advocates – in ways that matter most to them.

WHAT REALLY MATTERS

We are values-based, curiosity-driven, and have an unending trust in withness®– our very own word for making a difference in the lives of our clients, each other, and the world.

CHELSEA, NY

Withness® in ACTion

Accelerating Change Together

Nucleus is committed to working with you, so you can reach for more than you could ever reach for alone. We believe in you and your passion for expressing yourself creatively. We want to support your journey in reaching for all you are capable of, and your mission to make a difference in this world.

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COMPETENCIES

Wealth Advisory built with you and for you

MEET THE NUCLEUS TEAM

Nucleus is a business where what really matters meets what really works.

MEET THE WHOLE TEAM

Alex Bass
Candice Kakar
Matt Van De Merlen
Isabel Thorson
Peter McCleary
Rachel Levitt
Sarita Coe
Kwabena Andoh-Baidoo
Robert Morgan
Ana Carreno
Doug Harkins
Gerlim de la Cruz Marte
Crystal Duco
Simon Greenhalgh
Jordan Waxman
Peter Byrne
Eric Wilson
Richard Steinberg
Greg Thorson

JOIN US ON THE JOURNEY
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ADDRESS

512 W. 22nd St, 7th floor
New York, NY 10011

PHONE

(212) 286-1170

*2023 Barron’s Rankings (Jordan Waxman) #67, Top 1200 Wealth Advisors.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

*2020 Top 50 Private Wealth Management Teams. 2020 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #59 America’s Top Wealth Advisors and Best-in-State Wealth Advisors (#10 New York).

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