Radius Wealth Management
About
Radius Wealth Management is a Boston investment advisory firm that builds personalized wealth strategies around each client’s needs, hopes and lifestyle. Rather than placing clients into one-size-fits-all portfolios, it tailors asset allocation and financial plans to individual goals. Much of its work centers on retirement: helping people plan early, prepare for the transition and then enjoy retirement with the resources they have, with guidance on taxes, generating income, healthcare and other questions.
The team draws on about 50 years of combined investment management experience through bull and bear markets. Its evidence-based process blends fundamental, quantitative and technical analysis, uses proprietary buy and sell disciplines, and monitors risk, position size and volatility daily. For clients who prefer them, the firm designs individual stock and ETF model portfolios aimed at low turnover, ample diversification, low expenses and tax-advantaged long-term gains.
What to Know
- New clients can book a free consultation or financial review.
- The firm uses current financial technology to deliver its client experience.
- Clients have described the team as professional and insightful.
- Radius is a member of both the Arlington and Lexington chambers of commerce.
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