Meet the RIA

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.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.