Radius Wealth Management, Inc.

Radius Wealth Management is an SEC-registered, two-advisor wealth management firm (founded in 2013) that provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, foundations, endowments, and charitable organizations. The firm manages roughly $159 million in client assets and typically implements customized portfolios using individual stocks, bonds, ETFs, mutual funds, structured notes, and, where appropriate, alternative investments or independent managers.

Radius’s investment process combines a fundamentally driven research approach with quantitative and technical screening tools and ongoing client interviews to build long‑term oriented portfolios while allowing tactical, shorter‑term trades when client objectives or market conditions warrant. The firm conducts continuous monitoring and offers financial planning and rollover guidance, and it documents a fiduciary commitment and written Code of Ethics to address conflicts and personal trading.

Notable differentiators for a firm of this size include its use of structured notes and limited‑partnership alternatives, the routine option to engage unaffiliated independent managers, and a team structure that combines investment and compliance responsibilities within a small advisor base spread across three offices. Radius also discloses that advisory personnel are licensed to sell insurance (earning commissions separate from advisory fees), participates in an institutional platform that provides economic benefits from its primary custodian, and recently began engaging solicitors — all disclosures that point to potential conflicts the firm says it manages through policies and client disclosures.