Pursue your Passion, Uninterrupted.

Nucleus Advisors is the Difference Maker’s Difference Maker™. We are a private wealth management firm with a simple mission: to be with our clients. Individuals who have accumulated their wealth in the sports and entertainment industry face a unique set of challenges. At Nucleus we provide investment advice, planning and advisory services to professional entertainers and athletes spanning through the arc of their careers—through initial contracts, peak earnings and endorsements and retirement phases. Our founders and partners are often consulted by the media to lead the dialogue regarding advising athlete and entertainers on what really works and what truly matters.

Enjoy your Success, Now and Later.

As entrepreneurs, we share your understanding that success doesn’t happen overnight—and respect that reaching one’s goals takes discipline, courage, conviction and sacrifice. You have built something worth preserving. That is why we are dedicated to managing and preserving your wealth through skilled investing and planning so that you can continue to focus on the work that you love, while enjoying your unique lifestyle. Pursue your dreams—Nucleus will help you preserve your legacy.

An Overview of Our
Risk Management Practice

———

Life Insurance

Disability Insurance

Long Term Care

Private Placement Life Insurance

Tax Strategies

You Live a Great Life—We Design
Strategies to Support It


Key Person Insurance

Buy-Sell Agreements

Group Medical Coverage

Tax Strategies

Kidnap & Ransom

Foreign Travel Insurance

High Risk Underwriting

High Limit Disability

You Live a Great Life—We Help
You Reach for More


Sports & Entertainment Evolution of Distributions (S.E.E.D.) Program

Income Protection

Life Style Protection

Special Disability

Tax Solutions

You Live a Great Life—We Embrace
Your Creativity


The Difference Maker’s Difference Maker

Nucleus Advisors Cultural Norms

———

As the Difference Maker’s Difference Maker™, Nucleus Advisors leadership commitment is to open dialogue, productive reasoning and skilled inquiry—to engaging people in reflecting on their own reasoning and being WITH them to reflect on the constraints we all face—as Nucleus moves toward the roar of our own vulnerability. What follows is what we believe makes us us as people, in no particular order:

depth

We are a highly diverse team of normal people, who have come from normal places, that for some reason or another chose to do the best we can at what ever we do—and we know that can’t happen without measuring how we measure up. So we take tests, pass exams, study markets, speak at events, present on webinars and advise our clients. Then we grade ourselves, own the grade, adjust and get back to work. Along the way we are often ranked by professional financial publications. They rank us very high. Always higher than we rank ourselves. But that is normal to us.

direction

We are a team that focuses on direction, not intention. We own our past and love leaning into learning from it, but we live in the present and focus on the path in front of us—the one that leads to the best possible version of ourselves. That is why we pay attention to tension. In fact, we run toward the roar, or the whine, of tension—and listening, sensing, learning, feeling and being we transform tension into character and character into opportunity and opportunity into acquired wisdom and acquired wisdom into wise action.

connection

We understand that some teams work hard to present a certain public image, which is their choice. No judgment from us on that. We are different. We believe in connection. We are a team that works hard to be WITH others—mostly by caring a lot, but also by letting go of the things that hold us back from the best version of ourselves. Letting go of things like “making a point” or labeling others. Perhaps that is why our team is filled with people that other people have an easy time being around. We foster good vibes in what ever room we are in and love all kinds of food, wine, music, dance, ways of working out and most of all, people.

curiosity

We know we come into this world with all kinds of natural blindspots and confirmation biases—so we pay close attention to who we do life with. We believe that business is much better connected—just like life is—so our mindset is totally small group oriented. We believe that different sets of eyes, with different ways of contributing, shed light on different opportunities and facets of any situation. Perhaps our orientation is why we are so helpful when it comes to decision making. We do not shy away from expressing the negatives any less than we covet momentum and the optimizing solution.

withness

One day someone we care about asked us why some of the most obvious and important things were the hardest to see and talk about. We were flattered they would ask us about such an ancient riddle. We shared that mutually caring and productive relationships require kindness, patience, tolerance, optimism, joy in the achievement of others, confidence in oneself—and using wisdom to help others create a life that is much larger than the individual and positively impacts every relationship the person values. Then we smiled and said, “Of course, it is not in the power of any human to be all that all the time, but you can be WITH others, no matter what.” We believe that is what makes all the difference in the world and we call it WITHNESS.

Eric Wilson

Managing Director, Partner

Eric joined Nucleus Advisors in 2019 as its Head of Risk. With over 15 years of insurance and financial planning experience, he helps our clients identify blind spots and implement strategies to mitigate them.

Prior to joining Nucleus, Eric made his mark in the music industry. Eric had spearheaded Syracuse University’s Music Industry Program, graduating in 1991, and then joined a New York agency where he worked representing numerous talented creatives and well-known hip-hop artists. To this day, Eric maintains close and caring relationships with many performing clients, their managers, and advisors.

A commitment to five key characteristics helps define Nucleus’ culture—depth, direction, connection, curiosity and withness™. All of us at Nucleus have come to value Eric’s natural affinity toward curiosity, as he works with his clients to help talented individuals uncover and execute pathways that support their risk management strategies.

Eric is happiest sharing stories and laughs, along with a fine cigar, with friends and family. If he is not on his phone, helping clients navigate toward a clear and safe outcome, he is powering out of Greenwich Harbor or Cocoa Beach in his motorboat, along with his wife Christina or his three amazing children.

Barron’s Ranking

2020 Top 50 Private Wealth Management Teams.


Forbes Rankings

Jordan Waxman, Founder & Managing Partner, Nucleus Advisors, #59 in America’s Top Wealth Advisors 2020 and 2020 Best-In-State Wealth Advisors, #10 New York.