About Us

Our Story

Radix Wealth is an independent wealth advisory and asset management firm headquartered in Scottsdale, Arizona. We are founded upon the belief that successful people need a team of advisors from various disciplines that can work together to develop the best strategy for you.  As a fiduciary financial advisor, we hold ourselves to a higher standard and are committed only to client success.

 

We rely on our diverse experience in industries such as accounting, healthcare, and large brokerage firms, to provide you with unique insights and solutions to achieve your wealth planning goals.  We believe successful people from all walks of life need advisors that understand their specific needs, and that can provide a clear path to financial well-being.

We focus on providing comprehensive financial advice and risk management to our clients. We offer a broad spectrum of customized wealth management solutions, including investment strategy, retirement planning, income protection, and asset protection.  And, our strategic alliance with Radix Law provides you access to a full-service law firm that helps us integrate other resources such as estate planning, corporate transactions, and general counsel services, to further your personal, family, and business needs.

Radix Wealth looks forward to partnering with you and being a part of your winning legacy.

 

Disclosure: Radix Law and Radix Wealth are separate legal entities.  Radix Professional Services, LLC d/b/a Radix Law is a law firm and does not provide financial advice.  Radix Wealth is not a law firm and does not provide legal advice. Any engagement of Radix Law is subject to a separate written fee agreement that is outside of Radix Wealth. Clients of the respective firms are not required to use the services of the other. 

Our Values


We believe that collaboration with our clients is critical to creating a wealth management plan that suits each client’s unique goals and objectives. Our team works one-on-one with clients, gaining a deep understanding of their personal financial situation to help us create, implement, and monitor an appropriate wealth management strategy. We value an open channel of communication to help our clients confidently make informed financial decisions.

No matter what your situation, we do not judge your past decisions about your finances. You will never hear that you’ve been “doing everything wrong.” We move forward from the day we meet you to optimize your financial status and help steer you toward a successful financial future.