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
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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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