Nexus Strategy Celebrates 15 Years Serving the Independent Wealth Management Industry

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Leading wealth management consulting firm founded by industry veteran, Timothy D. Welsh, continues growth trajectory and dedication to working with organizations supporting independent financial advisor success

By helping organizations navigate the complex and fragmented independent advisor marketplace, Nexus Strategy has been an invaluable partner in the growth of many of the top organizations serving advisors.

Nexus Strategy, LLC, a leading consulting firm to the independent wealth management industry, announced today that the company has successfully crossed the 15 years in business milestone, serving over 100 companies and organizations during that seminal time period.

Launched on April 11, 2006, Nexus Strategy has been a key consulting and thought partner to the leading firms that support financial advisor success. By helping organizations navigate the complex and fragmented independent advisor marketplace, Nexus Strategy has been an invaluable partner in the growth of many of the top organizations serving advisors.

“The growth of the independent advisor market place has created a tremendous opportunity for the vibrant ecosystem that has enabled the independent advisor industry to thrive,” said Timothy D. Welsh, CEO and founder of Nexus Strategy. “We are honored to be a part of that movement and a strategic partner to these great organizations.”

Some of the highlights of Nexus Strategy’s contributions over the last 15 years include developing thought leadership content on the key trends, issues and future direction of wealth management that are relied upon on a daily basis by key decision makers as well as opinions and commentary for the industry trade press.

Additionally, Nexus Strategy has been the leading marketing strategy consulting firm for a number of industry-defining franchise events, transactions and programs, including the strategy, brand building and marketing support for:

  • The “Wealthies” – wealthmanagement.com’s Industry Award Program, now in its 7th year
  • The ScratchWorks Fintech Accelerator, now in Season 4
  • FiComm Partners, the industry’s leading marketing agencies through a strategic investment
  • The author of the “Industry Insight” column for ThinkAdvisor and Investment Advisor magazine
  • Launching over 20 fintech startups into the independent wealth management industry
  • Contributing to the exits of over 10 fintech companies via mergers and acquisitions

“It is truly an honor and a privilege to be able to work with such visionary CEOs and entrepreneurs and contribute meaningfully to their success,” said Welsh. “We look forward to another 15 years of serving and participating in the continued growth and success of the independent wealth management movement.”

About Nexus Strategy, LLC and Timothy D. Welsh, CFP®

Nexus Strategy is an innovative consulting firm that provides strategic marketing advice and guidance to the wealth management industry. Nexus Strategy provides end-to-end, comprehensive consulting services, advice and content development for technology companies, wealth management platforms, investment product suppliers, and financial institutions focused on the independent advisor marketplace.

Timothy D. Welsh, CFP® is CEO and founder of Nexus Strategy, LLC. Prior to founding Nexus Strategy, Mr. Welsh was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent RIAs. Prior to joining Schwab, Mr. Welsh was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Mr. Welsh is the author of a number of industry white papers and articles and is a frequent speaker at industry conferences and events. He has also served as a past national director of the Financial Planning Association.

To learn more, log onto http://www.nexus-strategy.com or follow @NexusStrategy on Twitter.

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