NEXA Wealth Management

Financial planning for women and couples building next-level wealth

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We help you build wealth that’s more than financial.

You don’t need someone to tell you to save more.
You need clarity, strategy, and a plan that matches the life you’re actually living.


Because wealth isn’t just what you earn.  It's what becomes possible when your money finally feels aligned, intentional, and under control.


You’ve built success that looks effortless. But somewhere along the way, your financial life started feeling more complicated than it should.


That’s why I started Nexa Wealth. Because even the most capable women and families still wonder:


Are we doing this right?

Are we missing something important?

Could my money be creating more freedom today, not just someday?


I’ve never believed success is measured only in dollars.
It’s measured in clarity, choice, and the space to say yes to what you want more of — family, flexibility, impact, legacy.


At Nexa Wealth, planning goes beyond numbers.
We look at your goals, values, career, and family dynamics, then build a system that supports all of it so your financial life finally feels as strong as the one you’re building..


Hi, I'm RENEE!

Because Wealth Isn’t Just What You Have. It’s How You Live

I believe wealth isn’t just what’s in your accounts.  It's the way you live, the choices you can make, and the stability you feel when life changes faster than the advice you’ve been given.


For years, I watched women do everything “right” with their money…

and still wonder if they were missing something important.


Traditional financial planning never addressed that feeling.


It focused on numbers, not the real lives behind them.

Nexa Wealth was built to change that.


Here, planning isn’t about restriction or rules — it’s about creating a system that supports your values, your lifestyle, and the next chapter you’re stepping into.



Because you deserve a financial life that feels aligned, intentional, and built to grow with you…
not one that limits your choices.

What Sets Nexa Wealth Apart?

A Plan That’s Actually Personal

Built around your life, not a template. We design your financial plan around your real numbers, values, and goals, not a generic checklist.

A dedicated thought partner

As a CERTIFIED FINANCIAL PLANNER™, I bring the strategy and perspective to see around corners so you’re not left wondering what you overlooked or whether the advice truly serves you.

Strategy and Follow-Through

We don’t just hand you a plan—we help you implement it. Because real progress comes from execution, not just ideas.

Built Around How You Work Best

Planning shouldn’t feel like another job. We use systems and tech that match your pace, so it fits into your life—not around it.

Education That Builds Confidence

You don’t have to be a financial expert—that’s our job. But you should understand the “why” behind every recommendation. We’ll walk you through each decision so you feel clear, confident, and in control.

Wealth That Reflects What Matters Most

Money is a tool, not the destination. Whether you want more freedom, flexibility, or a legacy for your family, we design your plan to support the life you’re building now and the one you’re growing into.

Who We Serve:

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Women Founders Building & Growing Bold Businesses

You’re not just running a business—you’ve built something meaningful. One that reflects your values, vision, and leadership. Behind every decision about cash flow, team growth, taxes, or reinvesting, you’ve poured your time, energy, and brainpower.


Now you’re thinking ahead. Maybe a sale is a few years away. Maybe you’re exploring what a future transition looks like. Either way, you know the choices you make now will shape the life—and freedom—you want later.


At Nexa Wealth, we partner with women entrepreneurs to build personal wealth in a way that honors both your business and your bigger life. We bring structure to your finances, help you protect what you’ve built, and design a plan that grows with you—personally and professionally.
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Women in Sports

Working in sports isn’t like a typical 9–5. The pace is fast, the expectations high, and the seasons rarely predictable. Your career is dynamic and your finances should reflect that too.


We work with women on the business side of sports to simplify complex financial decisions, navigate timing-based income, and build long-term security without losing sight of your lifestyle, goals, or career evolution. We help you turn that into a wealth strategy that supports your full potential—on and off the field.
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Corporate Professionals Navigating Equity & Income

You’ve built a successful career and now find yourself juggling stock compensation, bonuses, dual incomes or trying to translate your earnings into real, lasting wealth. Maybe you’re wondering if you’re making the right moves, or if you’re leaving opportunities on the table.


Whether you’re in tech, senior leadership, or navigating equity as a household, we help you create a plan that reflects more than your paycheck. Our work goes beyond asset management—we look at how your money supports your growth, protects your family, and funds what’s next. Because wealth isn’t just about what you earn—it’s how you use it to build a life that feels like your own.

“Behind every powerful woman is a plan that frees her to focus on what she does best and spend her time with the people she loves the most”

Ready to Build Your Financial Confidence?

Is Your Money Working as

Smart as You Do?

You’ve built success but your money still feels like it’s not working as hard as you are.

Get your Confident Wealth Map, a personalized video that shows what’s working, what’s missing, and how to make your money work harder.

 Completely confidential. Your answers stay between us.