Wealth Management & Investment Advisory Services

Our primary goal at Radix Wealth is to improve the financial situation of each of our clients by meeting their unique investment objectives and providing access to personalized advisory services. We are committed to working with you, your family, and your business throughout the investment management and financial planning process as your goals and objectives evolve, questions arise, and as your life changes.

  • What are your goals, time frame, and risk tolerance? What is your investment strategy?

    • Asset allocation

    • Asset location

    • Tactical allocation

    • Taxable savings strategy

    • Tax-efficient investing

  • What retirement plans do you have, how are these assets allocated, and how are they invested?

    • Benefits and Social Security

    • Income strategy

    • Personal accounts (taxable, IRA, annuity)

    • Savings strategy

    • Workplace investments

  • Is charitable giving important to you and your family? Have you explored different strategies to transfer assets to the charities you choose?

    • Donor-advised funds

    • Gifting appreciated securities

    • Generational/family involvement

  • Have you worked with your attorney and tax specialist to draft an estate plan? What estate planning concerns do you have?

    • Charitable giving

    • Estate protection

    • Trusts

    • Wealth transfer

    • Wills

    Do you want to provide any financial assistance to parents, children, and/or grandchildren? What type of legacy is important to you?

    • Assisting parents and relatives

    • Education

    • Legacy

    • Living expenses (children and parents)

  • Do you understand and are you taking full advantage of any employer and executive benefits available to you?

    • Stock options

    • RSUs

    • Deferred compensation

    • Potential insurance benefits

  • Would you like to fund education for any of your family members? How much are you willing to contribute? How much responsibility do you want the recipient to have?

    • 529 plans

    • UGMA/UTMA

    • Brokerage

    • Gifting

  • What have you done to protect your family’s income? What are you doing to hedge against rising costs?

    • Disability

    • Healthcare and long term care

    • Inflation protected strategies

    • Outliving income

    • Family legacy plan