Current Clients
Radius Capital Advisors works with individuals and families seeking thoughtful financial planning, professional investment management, planning out of your estate objectives and your longer term life goals. Our wealth management relationships typically begin with $400,000 or more in investable assets.
Lisa* and Peter* are a retired couple in their late 70s with AUM of over $750K
Over the last 20+ years we have helped them plan and save for their retirement so that they are free to enjoy holidays with their adult daughter and grandson.
Aside from the management of their accounts, we have assisted them both over the years with estate planning and the setting up of a trust, applying for Medicare, structuring beneficiaries and tax harvesting.
*names have been changed
Kristen* is a single woman in her 50s. She runs a successful business and owns multiple properties in New England. Kristen’s AUM (assets under management) are over $2.5M
Over the last 10+ years we have helped her appropriately diversify her assets across real estate, non taxable retirement savings and taxable investment accounts. We have also assisted with transferring her assets to a trust.
*names have been changed
Keith* and Sarah* are a married couple in their 50s and 60s. Their AUM are over $3M.
Over the past 20+ years we have assisted them with financial planning, optimized Social Security Withdrawal, inherited IRA’s and a Roth Conversion as well as the management of their non taxable retirement savings and taxable investment accounts.
*names have been changed