Meet the RIA: Nucleus Advisors of Hightower Advisors

About this episode

Jordan Waxman discusses personalized wealth planning strategies for diverse clients at Nucleus Advisors.

Jordan Waxman, founder and managing partner at Nucleus Advisors of Hightower Advisors, discusses how his boutique firm serves entrepreneurs, athletes, artists, and executives through highly personalized, values-based wealth planning. From pre-liquidity event strategy to multi-generational legacy conversations, Waxman shares how Nucleus’ trademarked “withness” philosophy helps clients navigate complex financial and family dynamics with deeper connection and intentionality.

People in this episode

Guest: Jordan Waxman

Topics covered

• wealth planning
• entrepreneurship
• financial strategy
• legacy planning
• personalized service

Keywords

• wealth planning
• entrepreneurs
• athletes
• artists
• executives
• values-based
• financial dynamics

Mentioned in this episode

Organizations: Nucleus Advisors, Hightower Advisors

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