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Lexus Wealth Bridge

LEXUS WEALTH MANAGEMENT

QUALITY OF LIFE, MATTERS

TM

VISION

We Believe Everyone Deserves a Chance at Financial Independence.

Regardless of your wealth, successful individuals share a common trait: they use their resources to help others while safeguarding their financial independence. We know how to support you in achieving this balance.

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SERVICES

We Deliver Comprehensive Wealth Management Services Tailored to You.

RETIREMENT
PLANNING

Starting to save for retirement is a journey to secure your future lifestyle. We understand the importance of quality retirement strategies and the right advisor to meet your goals and enhance your quality of life.

 

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INVESTMENT
MANAGEMENT

A small improvement in your investments can make a big difference. While we believe in the financial markets, our primary responsibility is to you. We provide investment advice and manage customized portfolios to support your goals.

FINANCIAL
PLANNING

We believe traveling with a map is more productive than without one. Trust your judgment and experience, but with our help, you'll benefit from a solid financial plan.

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EMPLOYER
RETIREMENT
PLANS

401 (k) Plans

401 (k) for Self Employed

403 (b) Plans

SEP

SIMPLE PLANS

Cash Balance Plans

More...

INSURANCE
PLANNING

A complete plan includes protection. We help you secure the right type and amount of life insurance to meet your financial goals in any situation.

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A Financial Advisory Firm that Cares about Your Success

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WHY LEXUS WEALTH MANAGEMENT

A different approach, using time-tested wealth strategies.

Accumulating wealth is tough and maintaining it in a changing world is challenging. At Lexus Wealth Management, we use our expertise to create compassionate investment strategies tailored to your needs.

At Lexus Wealth Management, we offer fiduciary advice that brings peace of mind. If you haven't experienced a financial discussion that enhances your life, let's talk.

Careers

CAREERS

We’re looking for qualified financial professionals to join our team. New to the business? Let's talk also.

WEALTH MANAGER

United States

Sometimes financial advisors just need to find the right fit to thrive. Our advisor opportunity is one for entrepreneurs or individuals that just want to be apart of a team where their expertise can support the financial needs of others.

(402) 454-7222

SUBSCRIBE

SERVICES

10040 Regency Circle

Suite 340

Omaha, NE 68114

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Lexus Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lexus Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any product or security.. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lexus Wealth Management unless a client service agreement is in place.

 

Securities offered through TradePMR, Inc. Member FINRA/SIPC.

© 2024 Lexus Wealth Management LLC. All Rights Reserved. 

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