Nucleus Advisors

Nucleus Advisors

Financial Services

New York, NY 449 followers

The Difference Maker's Difference Maker™

About us

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. Of course there is nothing simple behind “the how” of our connections with our clients which is why we measure everything. We rarely give ourselves more than a “meets expectations.” A habit that keeps us humble and curious. It also builds competence and helps us acquire wisdom. Others grade Nucleus and give us accolades.* We are pleased when we see that happen. But we keep our focus on you—artists, advocates, athletes, entrepreneurs, executives, philanthropists, families and foundations—leaders and entities that keep choosing to be Difference Makers. Nucleus’s connections, curiosity, diversity and depth are an extension of our Withness™ mind-set, our learning orientation and our commitment to preeminence. We are a team of teams—our Nucleotides representing a multitude of backgrounds and orientations, each specializing in key elements of our practice. As different as each of our Nucleotides is, together we focus on the singular path in front of us—never shying away from challenging ourselves, provoking dialogue or leading the way toward the intersection of what really works and what truly matters. Nucleus stays connected to our clients and knows how to engage an audience because we rise above the “what now” moments—and lead others toward what is next. In fact, we transform tension into character, character into opportunity, opportunity into acquired wisdom and acquired wisdom into inspired action. *Barron’s Ranking: 2020 Top 50 Private Wealth Management Teams. Forbes Rankings (Jordan Waxman, Founder & Managing Partner) #59 in America’s Top Wealth Advisors 2020 and 2020 Best-In-State Wealth Advisors (#10 New York). Securities offered through Hightower Securities, LLC. Member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org.

Website
https://nucleusadv.com/
Industry
Financial Services
Company size
11-50 employees
Headquarters
New York, NY
Type
Privately Held
Founded
1994

Locations

Employees at Nucleus Advisors

Updates

  • Taylor Swift’s The Eras Tour, which concluded on Sunday in Vancouver, made a significant impact on the global economy. With 152 concerts in 51 cities, the tour became the highest-grossing of all time, earning an estimated $2.2 billion. The tour’s economic influence, dubbed “Swiftnomics,” revitalized post-pandemic economies, boosting local tourism and hospitality industries. Being the epitome of a NexGen leader, Taylor also donated to the local food banks at every stop of the tour.

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  • Welcome back to Nucleus Travel Thursday and this month we are trading in seafood pasta from Lake Como, Italy with breakfast tacos in Austin, Texas alongside our Financial Analyst, Kwabena!  “Welcome to Austin, where the charm of Texas meets city life! Start your day with breakfast tacos, you can stop by one of many food truck parks to pair it with coffee— Veracruz & Desnudo is my personal favorite combo. Afterward, take a stroll around Lady Bird Lake, where the trail will take you along the water’s edge, offering a perfect blend of nature and city views. Stop by the central library and check out the rooftop views then cool off at the city’s largest spring fed pool! To round out your day, head to Mount Bonnell. As one of the city’s highest points, it’s the perfect spot to catch a stunning sunset, with panoramic views of the skyline and the Colorado River.”

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  • The great part about Nucleus being hybrid and across the nation, is that we are able to have our NexGen leader, Sarita attend the SER Latin Advisor Summit that was hosted in California this year, where she lives! “The 2024 SER Latin Advisor Summit in La Jolla was a truly invaluable experience all around. I learned in depth about different challenges and opportunities our industry faces and had the chance to meet many inspiring professionals at various stages in their careers, from students to CEOs to independent entrepreneurs. It was inspiring to see so many difference-makers who came from diverse backgrounds and followed their passions to make positive changes in their communities and be a part of something bigger than the individual.”

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  • The New York Liberty topped off their glorious season with their first championship in franchise history and New York's first basketball championship in 51 years!! Rachel is a season ticket holder for the Liberty and has been waiting for this moment for years. “When I was younger, my dream was to play college basketball and then play in the WNBA. It has been really exciting seeing the Barclays attendance exponentially increase over the years and being a part of a remarkable community that these NexGen athletes deserve. Being able to know in the moment that you are part of history is incredible. When the final buzzer went off and they won a championship after 27 years, it was a win for not only this roster, but all the trailblazers before them who built the culture, the passion, the road to raising the trophy. Everyone watches women’s sports.”

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  • This year, Americans spent $11.6 billion on Halloween decor, costumes, candy and festive buys in October. Although this is a decrease from last year’s record spend of $12.2 billion, we’ve still seen a frightening amount of growth, up from $7.4 billion in spending just ten years ago in 2014.

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  • “No act of kindness, including donating food, is ever too small to make a difference.” One of our founding values at Nucleus is Withness®, helping others create a life that is much larger than the individual. We are grateful to be able to support our local community through the Chelsea Community Fridge & Pantry.

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  • Welcome back to Travel Thursday! A Nucleus Travel Guide to all over the world! With this special edition we are traveling to Lake Como, Italy for National Pasta Day today! 🍝 Douglas, our Senior Associate of Investment Management, traveled to Lake Como for his honeymoon last year and has accumulated his tips and tricks for a successful trip. “Lake Como is known for the clay tennis courts. Enjoy a round of tennis to burn off the pasta calories ;) Go see the surrounding beautiful villas and gardens! Travel to the surrounding towns by ferry to shop and eat lunch. Must visit, in my opinion, is Bellagio, also known as the Pearl of Lake Como. No trip here is complete without a private boat ride around Lake Como. Enjoy the beautiful mountain views and villas from afar (including George Clooney). Fun fact, Lake Como is also famous for their floating pools! When picking your hotel, be sure to choose one with a floating pool and soak up the sun pool side. After all your activities, enjoy the wonderful wines of Italy or the famous coffee and espresso. There is nothing like enjoying a seafood style pasta (linguine with clams or lobster). Northern Italy is also celebrated for their risotto, which is incredible no matter where you go!”

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  • Did you know there is a pumpkin patch on a rooftop in NYC? Cityside Pumpkin Patch in Queens is a fantastic fall oasis that includes “locally harvested ‘pumpkin patch’, pumpkin smashing zone, scarecrow archery, spooky photo activation, fall-themed drinks & treats & more!!”

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  • In honor of National Hispanic Heritage Month, Nucleus wanted to lean into one of our founding values, Withness®, and share our Manager of Connection, Gerlim’s story and what this month means to her. “My name is Gerlim de la Cruz Marte and I was born in Dominican Republic. My passion for traveling and learning about other cultures landed me in New York in 2013 and since then I have been fully embracing the diversity that comes with living in this city. Being part of the Nucleus Advisors multi-cultural team gives me a one-of-a-kind perspective on how I can make a difference by being myself and sharing my depth and knowledge with my colleagues. Hispanic Heritage month celebrates the joy of embracing diversity and uniqueness, and how when we are open to learn about new countries and different cultures, we become more connected not only with us but also the world around us.”

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