Financial Advisors
Boston, MA
Radius Wealth Management is an independent financial advisory firm based in Boston's Seaport District, offering personalized investment management and wealth strategy services. Led by a team with 50 years of combined investment experience, they provide tailored financial planning, portfolio management using individual stocks and ETFs, and evidence-based investment strategies designed around each client's goals and lifestyle. They focus on personalized service rather than one-size-fits-all approaches, with daily portfolio monitoring and tax-advantaged strategies for long-term wealth building.
Ideal for: High-net-worth individuals, pre-retirees and retirees, business owners seeking wealth strategy, investors wanting personalized portfolio management
Service area: Boston, MA and surrounding areas
50 Years Combined Experience: The team brings decades of investment management expertise across multiple market cycles and economic conditions.
Personalized Portfolio Design: Custom-tailored investment strategies using individual stocks and ETFs with low turnover and tax optimization, rather than generic portfolio models.
Daily Portfolio Monitoring: Continuous risk management and monitoring of position size and volatility using proprietary buy/sell disciplines.
Address: 1 Marina Park Drive #1410, Boston, MA 02210
Phone: (617) 765-2200
Website: radiuswealth.com
Looking for more options?
See more Financial Advisors in Boston →