Radius Wealth Management, Inc.

Radius Wealth Management is a small SEC-registered advisory firm that serves individual and high‑net‑worth clients as well as foundations, endowments, and charitable organizations, providing wealth management, investment management, financial planning, and consulting services. The firm manages accounts on both a discretionary and non‑discretionary basis and may implement all or part of a client’s portfolio through unaffiliated Independent Managers or its own direct management.

Investment decisions are built from a fundamentally driven process supplemented by quantitative and technical screening to define a core investment universe and typically emphasize long‑term holdings, while allowing shorter‑term trades as needed to meet client objectives or respond to market conditions. Radius constructs individualized portfolios using direct client interviews to establish goals, risk tolerance, and constraints, and monitors accounts through ongoing review and periodic reporting.

Notable features that distinguish the firm from many peers include its two‑advisor structure with advisory personnel who also perform compliance and supervisory functions, a recent expansion to recommend Independent Managers, and the formal availability of non‑discretionary account services in addition to discretionary management. The firm discloses use of structured notes and alternative investments when appropriate, maintains an institutional custody relationship that provides technology and support benefits, and notes that some advisory personnel are licensed to sell insurance products.