BRING YOUR PLAN TO LIFE

Nucleus is with you in Values Based Estate Planning as we consider how to build stewardship with others, legacy planning, philanthropy, the role of insurance, and trust & wealth transfer solutions.

THE PROCESS

FORM A
SHARED
MISSION
STATEMENT

Productive
dialogue

ARCHITECT
A DECISION
MAKING
PROCESS

Form
details

INVEST
IN WHAT
YOU VALUE
Nucleus- Logo

ADDRESS

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

PHONE

(212) 286-1170

*2025 Forbes Rankings (Jordan Waxman, Founder and Managing Partner)
#38 for America’s Top Wealth Advisors and Best-In-State Wealth Advisors (#10 New York City).
This rating was provided on April 8, 2025, by Forbes | SHOOK Research. It covers the period of data as of June 30, 2024. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/top-wealth-advisors/.

*2024 Forbes Rankings (Candice Kakar, Chief Operations Officer)
#120 Best-In-State Top Women Wealth Advisor.
This rating was provided on February 8, 2024, by Forbes | SHOOK Research. It covers the period of data as of June 30, 2023. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/best-in-state-women-advisors/.

*2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner)
#69 Top 100 Independent Advisors.
This rating was provided on September 18, 2023, by Barron’s. It covers the period of data as of June 30, 2022. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent/2023.

*2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner)
#67 Top 1200 Wealth Advisors.
This rating was provided on March 14, 2023, by Barron’s. It covers the period of data as of September 30, 2022. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023.

2023 Forbes Rankings (Candice Kakar, Chief Operations Officer)
#95, Best-In-State Next-Gen Wealth Advisor.
This rating was provided on August 9, 2023, by Forbes | SHOOK Research. It covers the period of data as of March 31, 2023. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/best-in-state-next-gen-advisors/

Legal & Privacy | Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

© 2025 Hightower Advisors. All Rights Reserved.