Financial Advising Guidance for Domestic Clients
Whatever stage your life is in, we’re happy to help you create a custom plan that specifically and comprehensively fits your needs.
NexusPath+
Connecting Your Financial Journey
At The Chapa & Salinas Private Wealth Group, we understand that your financial success requires an integrated and personalized approach. That’s why we developed NexusPath+, a streamlined process designed to connect all aspects of your financial life—helping you protect, grow, and preserve your wealth.
The NexusPath+ Process
We guide you through four simple yet comprehensive steps:
Initial Contact and Discovery
Understand your financial goals, situation, and preferences through a detailed client questionnaire and an introductory meeting.
Onboarding and Documentation
Start your journey with us by completing necessary paperwork and providing key documents, all supported by secure technology and personalized guidance.
Strategy Development
Collaborate with our team to create a tailored financial plan that addresses investment strategies, risk management, and long-term goals.
Implementation and Ongoing Support
Execute your financial strategy with expert guidance, regular reviews, and ongoing communication to adapt to changes and ensure success.
With NexusPath+, we guide you through the complexities of wealth management, ensuring every step aligns with your aspirations.
