Radius Wealth Management

Radius Wealth Management

Founded in 2013, Radius Wealth Management established itself as a registered investment adviser in Braintree, Massachusetts, focusing on investment planning and ongoing portfolio management for a client base that includes high-net-worth individuals, foundations, endowments, and corporations. The firm operates under the Investment Advisers Act of 1940, binding it to a fiduciary standard that legally requires putting client interests ahead of its own — a governance distinction from broker-dealer models that dominated the local wealth landscape at its founding. The firm's investment strategy deploys capital across a diversified mix of public equities, fixed income, and real assets, with allocations tailored to each client's liquidity needs and tax situation. Public record indicates access to private credit and real estate vehicles for qualified investors, consistent with the portfolio construction approach of similarly situated RIAs that use alternative investments to reduce public-market correlation. Geographic concentration remains domestic, with primary exposures to US large-cap equities, municipal and corporate bonds, and income-producing real estate. Radius operates from a single documented office in Braintree, Massachusetts, and has not publicly disclosed total regulatory assets under management or team headcount. The firm advises a stable and regionally concentrated client base, with founders and senior advisors maintaining the personal relationships typical of suburban multi-generational wealth practices. No adjacent philanthropic vehicles, operating companies, or peer-network club affiliations are publicly associated with the firm. What structurally differentiates Radius is its position as a pure RIA without a broker-dealer parent or conflict-prone proprietary product shelf. This independence allows the firm to select third-party managers and direct securities without the revenue-sharing pressures that hybrids face — an architecture more common in larger national RIAs but still meaningful for a regional firm in the Boston-Providence corridor.