Companies

We define life through experiences, and wealth makes our desired experiences possible. Although wealth is not the destination, it is the instrument to experiencing life the way we seek. When delivering financial and investment advice and portfolio management services to individuals, families, foundations, and institutions, we understand that the ultimate goal is not only the creation and preservation of wealth but also using wealth as a transmission mechanism to realize and sustain a set of desired outcomes for oneself, one’s heirs, or stakeholders. Experiential Wealth also offers retirement plan and fiduciary consulting for institutions.

Nexus338 provides fiduciary investment management services to select and monitor plan investment options. Nexus338 takes on full fiduciary responsibility in the capacity of an ERISA 3(38) fiduciary investment manager with complete discretion for the sole interest of the Plan participants. The company aims to professionally guide its clients with insightful thinking and care to achieve balanced and sound decisions in their best interests.

We don’t believe in a “one-size-fits-all” product for retirement plans. IGPS is Nexus338’s flagship solution that offers the best of both worlds: an individualized defaulted approach to retirement investing at target date fund expenses. Using individual employee data on the recordkeeping platform, iGPS creates individualized retirement portfolios based on each worker’s age, income, retirement asset size, and combined contribution rates. Instead of treating all American workers as average, iGPS designs an individualized glide path for each employee.

Philip is the founder and managing member of Independent Fiduciary Services (IFS), providing directed trustee services to health and welfare trusts. His clients are government contractors subject to the Service Contract Act.